Solution Oriented
Retirement
High
Investment Returns (CAGR)
1 yr.
11.14
3 yr.
14.47
5 yr.
10.13
Since Inception.
9.6%
Fund Size (Rs.)
4031 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF123BSE148
Expense Ratio
0.99%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
UTI Mutual Fund
Exit Load
Nil
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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. ;
Solution Oriented
Retirement
High
Fund Size (Rs.)
4031 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF123BSE148
Expense Ratio
0.99%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
UTI Mutual Fund
Exit Load
Nil
1 yr. 11.14
3 yr. 14.47
5 yr. 10.13
Since Inception. 9.6%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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. ;
