UTI-Retirement Benefit Pension Fund (Hybrid, Hybrid Balanced Hybrid)

Moderately High
23 yrs 7 monthsStarted on:26 Dec 1994
₹ 2611.29 Cras on: 13 Jul 2018
Medium Horizon
Capital Growth and Income

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks to generate a corpus to provide for pension in the form of periodical income / cash flow to the unit holders to the extent of redemption value of their holding after the age of 58 years by investing in a mix of securities comprising of debt & money market instruments and equity & equity related instruments.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 YR3.44
2 YR9.19
3 YR8.94

SIP Returns

TenureReturns (CAGR)
1 YR0.38
2 YR5.87
3 YR8.36
5 YR9.79
10 YR9.97


Company Name% Assets
Magma Fincorp Ltd. 26/03/20213.82
Indiabulls Housing Finance Ltd. 19/03/2021 8.40%3.77
State Bank of India 25/10/2024 8.39%3.75
Reliance Industries Ltd. 90-D 17/07/20182.44
Jorabat Shillong Expressway Ltd. 01/03/2027 8.30%2.42
HDFC Bank Ltd.2.21
GOI 08/01/2028 7.17%2.19
ICICI Bank Ltd.1.98
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%1.91
Dewan Housing Finance Corpn. Ltd. 04/06/20211.9

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation6.14%
Sharpe Ratio0.42

Amandeep Singh Chopra,V Srivatsa

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
He has been with associated with UTI AMC for over two decades. Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

Other Funds Managed by Amandeep Singh Chopra,V Srivatsa

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