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 (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,560.5 Cr As on 31-10-2024(Source:AMFI)
Turn over: 26% | Exit Load: Nil

38.4379

8.37%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
23 Years 2 Months
31 Years 2 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 7.09
Average Maturity 10.2

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 13.53 11.2 8.04 10.69 8.78
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 34.79 28.3 19.54 - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 27.77 22.5 15.39 16.14 11.43
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 21.6 19.49 14.53 18.07 13.46
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 21.13 16.62 9.0 16.59 12.04
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 19.91 16.95 9.93 12.23 -
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 19.47 16.14 10.25 12.32 8.64
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 19.41 12.36 5.79 11.94 -
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 19.41 12.36 5.79 11.94 -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 19.24 16.79 11.83 13.15 11.75

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.88%

Others

61.14%

Large Cap

25.12%

Mid Cap

9.89%

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