The investment objective of the scheme is to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs and fixed income securities.
Benchmark:
BSE 500
Fund Manager:
Vinay Paharia, Puneet Pal
UTI Retirement Fund | 11.03(6M) | 21.10(1Y) |
Nippon India Retirement Fund | 8.28(6M) | 13.45(1Y) |
The fund addresses the biggest concern of salary earners. And intends to provide a working solution for it.
Fund House AAUM:
Rs 2324016.98 Lakhs(as on 31st March 2024)
Fund Manager:
Combined experience of above 20 years
It is a solution that is sorely needed. But there are many long term equity funds which provide competition. Take a call.