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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹4,732 Cr
Lock In Period
5 Years
Expense Ratio
1.69
Benchmark
CRISIL Debt Hybrid Index
Exit Load
1% for redemption within 1 year.
Summary
Latest details for UTI Retirement Fund Growth include a ₹48.1552 NAV as of Apr 02,2026 and returns since inception of 34.29%. Minimum investments start at SIP ₹500. The UTI Retirement Fund Growth AUM is ₹4,732 Cr, with a lock-in of 5 Years years, expense ratio of 1.69%, and benchmark CRISIL Debt Hybrid Index. Exit load is - 1% for redemption within 1 year.. In the growth review for 1M Month/Year, the fund recorded -4.13% returns, against a category average of -1.81% and a category best of 2.82%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.13 | -1.81 | 2.82 |
| 6M | -2.71 | 0.64 | 24.34 |
| 1Y | 0.70 | 5.52 | 58.99 |
| 3Y | 10.33 | 19.35 | 79.25 |
Portfolio Analysis
- Equity: 36.94%
- Debt: 61.59%
- Others
As on: 2026-02-28
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About Fund
UTI Retirement Fund Growth managed by UTI Mutual Fund,is a Special Fundscheme with Assets Under Management of ₹4,732 Crore. The fund benchmarks its performance against the CRISIL Debt Hybrid Index while maintaining an expense ratio of 1.69. Under the expert guidance of V Srivatsa ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Childrens Fund - Growth | 0 | 344.09 CR | 2.53 |
| This FundUTI Retirement Fund Growth | 0 | 4732.16 CR | 1.69 |
| This FundSBI Childrens Fund - Investment Plan Growth | 5 | 5353.52 CR | 1.83 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Childrens Fund - Growth | -8.7692 | 26.1724 |
| This FundUTI Retirement Fund Growth | 0.6986 | 34.287 |
| This FundSBI Childrens Fund - Investment Plan Growth | 5.9249 | 73.3169 |
FAQs
UTI Retirement Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Retirement Fund Growth is 1.69. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Retirement Fund Growth’s fund performance is as follows:
- 1 Month : -4.13%
- 6 Months : -2.71%
- 1 Year : 0.70%
- 3 Years : 10.33%
You can invest in UTI Retirement Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Retirement Fund Growth is ₹4,732 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Retirement Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500