The primary investment objective of the Scheme is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments with a view to provide a retirement solution to investors.
Benchmark:
BSE 500
Fund Manager:
Pratish Krishnan, Mayank Prakash, Miten Vora
| UTI Retirement Fund | 10.2(6M) | 18.11(1Y) |
| Union Retirement Fund | 16.33(6M) | 35.13(1Y) |
The idea is the 10 crore people who will retire soon. And mostly without retirement benefits. And that's a huge market to tap in.
Fund House AAUM:
Rs 3564645.85 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 23 years
The proof is in the outcome. Over time. A long time. But of course if you have nothing planned yet, you can take a small stance on it. But wait before you jump headlong.