UTI Childrens Equity Fund - Regular Plan - IDCW
(Erstwhile UTI CCP Advantage Fund - Income)
Fund House: UTI Mutual Fund| Category: Childrens Fund |
| Launch Date: 17-02-2004 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 500 TRI |
| TER: 2.24% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,117.34 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 27% | Exit Load: Nil |
81.4346
0.37 (0.4491%)
10.62%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 2 Months
14 Years 6 Months
16 Years 12 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
Investment can be made in the name of the children upto the age of 15 years so as to provide them, after They attain the age of 18 years, a means to receive scholarship to meet the cost of higher education and /or to help them in setting up a profession, practice or business or enabling them to set up a home or finance the cost of other social obligation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.35 |
| Sharpe Ratio | 0.68 |
| Alpha | -2.59 |
| Beta | 0.9 |
| Yield to Maturity | 6.27 |
| Average Maturity | 0.01 |
PEER COMPARISON
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.75%
Others
2.37%
Large Cap
62.99%
Mid Cap
24.88%
