₹49.6236
₹0.29 (+0.59%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.33%
1 Month-5.28%
3 Months-5.74%
6 Months-2.88%
1 Year+0.49%
3 Years (CAGR)+10.10%
5 Years (CAGR)+9.61%
10 Years (CAGR)+9.03%
Since Inception (Apr 2006)+4.47%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-5.33%
3 Year SIP+4.57%
5 Year SIP+7.47%
Since Inception (Apr 2006)+6.69%
Fund Details
Fund HouseUTI Mutual Fund
CategoryRetirement Fund
Plan Typeregular
Optiongrowth
AUM₹4,729 Cr
Expense Ratio1.69%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100682
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
UTI Retirement Fund - Regular Plan by UTI Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.
About This Fund
UTI Retirement Fund - Regular Plan is a Retirement Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹4,729 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.69%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations