UTI Childrens Hybrid Fund - Regular Plan
(Erstwhile UTI C C Balanced Fund)
Fund House: UTI Mutual Fund| Category: Childrens Fund |
| Launch Date: 12-07-1993 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Short Term Debt Hybrid 60+40 Index |
| TER: 1.73% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,558.93 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 26% | Exit Load: Nil |
40.7384
-0.02 (-0.0493%)
8.27%
Benchmark: 9.81%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
An open-ended debt oriented fund with investment in Debt/G-Sec of minimum 60% and a maximum of 40% in Equity. Investment can be made in the name of the children upto 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 | 5.31 |
| Sharpe Ratio | 0.81 |
| Alpha | 0.94 |
| Beta | 0.43 |
| Yield to Maturity | 7.11 |
| Average Maturity | 10.81 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Childrens Hybrid Fund - Regular Plan | 12-07-1993 | 4.63 | 7.62 | 9.46 | 9.33 | 8.54 |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 6.6 | 12.12 | 17.49 | 15.84 | 12.45 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 5.72 | 10.21 | 14.21 | 10.97 | - |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 4.68 | 9.39 | 10.6 | 9.85 | 10.09 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 4.68 | 9.39 | 10.6 | 9.85 | 10.08 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 4.22 | 11.69 | - | - | - |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 3.53 | 20.53 | 23.2 | 28.09 | - |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 3.1 | 10.01 | 12.25 | 11.31 | 11.28 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 17-02-2004 | 2.38 | 8.12 | 12.97 | 13.14 | 12.63 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 1.67 | 8.75 | 14.45 | 15.29 | 13.47 |
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
2.93%
Others
60.94%
Large Cap
28.77%
Mid Cap
7.38%
