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UTI Retirement Solutions Pension Fund Scheme E - Tier I
03Allocations
Asset Allocation
Equity top 5 sector
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 7.73% | 17.13% | 16.33% | 14.99% | 9.14% |
| Benchmark | 9.57% | 16.16% | 16.21% | 15.39% | 9.44% |
| Top 5 Stocks | % of the fund |
|---|---|
| HDFC Bank Ltd. | 8.11% |
| ICICI Bank Ltd | 6.33% |
| Reliance Industries Ltd. | 6.03% |
| Bharati Airtel Ltd. | 4.27% |
| Larsen and Tourbo Ltd | 3.98% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Jensen's Alpha
A higher Jensen’s Alpha means the fund is outperforming its benchmark, indicating effective active management and delivering excess returns.
Treynor Ratio
A high Treynor ratio reflects strong returns per unit of systematic (market-related) risk, aiding investors in comparing and identifying well-managed portfolios.
Expense Ratio
The expense ratio for the fund is 0.05%, which is lower than the category average of 0.08%.
Age of the Fund
A higher age of the fund reflects a well-established track record.
Who Should Invest?
This scheme is ideal for aggressive investors who are comfortable with market volatility and aim for long-term capital growth as part of their retirement planning.
Who Should Avoid?
Conservative investors who prioritize stability and dislike market fluctuations should avoid this scheme. It is also unsuitable for short-term investors, as equity investments may not deliver consistent performance over the short term.
Investment Strategy
UTI Pension Fund Scheme E adopts a disciplined approach to long-term wealth creation by investing in high-quality companies with strong fundamentals. The strategy ensures resilience across market cycles while capitalising on growth opportunities through regular market reviews and strategic reallocations. To manage risk, the fund maintains a well-diversified portfolio across sectors and market capitalisations, preventing overexposure to any single sector.
About UTI Pension Fund
UTI Pension Fund Management Limited (UTI PFL), formerly known as UTI Retirement Solutions Ltd., is a wholly-owned subsidiary of UTI Asset Management Company Limited. Incorporated on December 14, 2007, and operational since March 31, 2008, UTI PFL is one of the leading Pension Fund Managers (PFMs) appointed by the Pension Fund Regulatory and Development Authority (PFRDA) to manage pension assets under the National Pension System (NPS). UTI PFL manages funds for Central Government Employees, State Government Employees, and private sector NPS subscribers, offering robust investment solutions aimed at long-term financial security during retirement.
- FOUNDED IN2009
- CEO Mr. Balram P. Bhagat
- Fund House AUM411717 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.
03Allocations
Asset Allocation
Equity top 5 sector
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 7.73% | 17.13% | 16.33% | 14.99% | 9.14% |
| Top 5 Stocks | % of the fund |
|---|---|
| HDFC Bank Ltd. | 8.11% |
| ICICI Bank Ltd | 6.33% |
| Reliance Industries Ltd. | 6.03% |
| Bharati Airtel Ltd. | 4.27% |
| Larsen and Tourbo Ltd | 3.98% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Jensen's Alpha
A higher Jensen’s Alpha means the fund is outperforming its benchmark, indicating effective active management and delivering excess returns.
Treynor Ratio
A high Treynor ratio reflects strong returns per unit of systematic (market-related) risk, aiding investors in comparing and identifying well-managed portfolios.
Expense Ratio
The expense ratio for the fund is 0.05%, which is lower than the category average of 0.08%.
Age of the Fund
A higher age of the fund reflects a well-established track record.
Who Should Invest?
This scheme is ideal for aggressive investors who are comfortable with market volatility and aim for long-term capital growth as part of their retirement planning.
Who Should Avoid?
Conservative investors who prioritize stability and dislike market fluctuations should avoid this scheme. It is also unsuitable for short-term investors, as equity investments may not deliver consistent performance over the short term.
Investment Strategy
UTI Pension Fund Scheme E adopts a disciplined approach to long-term wealth creation by investing in high-quality companies with strong fundamentals. The strategy ensures resilience across market cycles while capitalising on growth opportunities through regular market reviews and strategic reallocations. To manage risk, the fund maintains a well-diversified portfolio across sectors and market capitalisations, preventing overexposure to any single sector.
About UTI Pension Fund
UTI Pension Fund Management Limited (UTI PFL), formerly known as UTI Retirement Solutions Ltd., is a wholly-owned subsidiary of UTI Asset Management Company Limited. Incorporated on December 14, 2007, and operational since March 31, 2008, UTI PFL is one of the leading Pension Fund Managers (PFMs) appointed by the Pension Fund Regulatory and Development Authority (PFRDA) to manage pension assets under the National Pension System (NPS). UTI PFL manages funds for Central Government Employees, State Government Employees, and private sector NPS subscribers, offering robust investment solutions aimed at long-term financial security during retirement.
- FOUNDED IN2009
- CEO Mr. Balram P. Bhagat
- Fund House AUM411717 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.