The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals.
Benchmark:
BSE 500
Fund Manager:
Viraj Kulkarni, Gautam Kaul, Nishita Shah
| ICICI Prudential Retirement Fund | 18.14(6M) | 18.04(1Y) |
| Union Retirement Fund | 17.71(6M) | 15.60(1Y) |
Aimed for making a retirement corpus based on dynamic numeric based allocation depending on multiple factors.
Fund House AAUM:
Rs 12474161.44 Lakhs(as on 30th September 2023)
Fund Manager:
Combined experience of above 20 years
An hybrid offering with a new name. I am very skeptical of maths based long term investing and asset allocation too.