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
Exit Load
Nil
Scheme Type
Growth
ISIN
INF123BSE148
Expense Ratio
0.99%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
UTI Mutual Fund
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. ;
