UTI Childrens Equity Fund - Regular Plan - IDCW
Category: Childrens Fund
Launch Date: 17-02-2004
AUM:
₹ 1,001.02 Cr
Expense Ratio
2.25%
Benchmark
NIFTY 500 TRI
ISIN
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Vishal Chopda
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Childrens Equity Fund - Regular Plan - IDCW | 27.64 | 15.08 | 16.52 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
75.2439
Last change
0.09 (0.1232%)
Fund Size (AUM)
₹ 1,001.02 Cr
Performance
10.48% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Vishal Chopda
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 7.75 |
| HDFC Bank Ltd. | 7.53 |
| Infosys Ltd. | 4.9 |
| Bharti Airtel Ltd. | 4.12 |
| Axis Bank Ltd. | 3.55 |
| Avenue Supermarts Ltd. | 2.97 |
| Maruti Suzuki India Ltd. | 2.9 |
| Indusind Bank Ltd. | 2.61 |
| Bajaj Finance Ltd. | 2.55 |
| Godrej Consumer Products Ltd. | 2.54 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 27.08 |
| Automobile | 10.3 |
| Technology | 9.07 |
| Services | 8.68 |
| Consumer Staples | 6.33 |
| Consumer Discretionary | 5.88 |
| Healthcare | 5.49 |
| Capital Goods | 4.49 |
| Energy | 4.21 |
| Communication | 4.12 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Childrens Equity Reg DCW | 16.52 |
| ICICI Pru Child Care Gift Cum | 15.85 |
| SBI Magnum Childrens Benefit Inv Reg Gr | 0.0 |
| ABSL Bal Bhavishya Yojna Reg Gr | 11.79 |
| UTI Childrens Equity Reg Gr | 16.52 |
| Tata Young Citizen Reg Gr | 17.77 |
| HDFC Children Gift Fund Investment | 17.58 |
| LIC MF Childrens Gift Fund Reg Gr | 12.48 |
| SBI Magnum Childrens Benefit Savings Reg Gr | 11.73 |
| Axis Childrens Gift Fund Lock-in Gr | 11.92 |