UTI Children's Equity Fund - Scholarship Plan
- Children
- Solutions Oriented
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹1,108.89 Cr
Expense Ratio
2.32%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
8 Mar 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.04% | -- |
| 3 Months | +3.44% | -- |
| 6 Months | -3.92% | -- |
| 1 Year | -4.33% | -4.33% |
| 2 Years | -- | -2.43% |
| 3 Years | +27.11% | +8.32% |
| 5 Years | +46.33% | +7.91% |
| Since Launch | +710.5% | +9.82% |
Holdings as on 15 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 83.55 | 7.68 |
| ICICI Bank | 75.05 | 6.90 |
| Net Current Assets | 66.68 | 6.13 |
| Bharti Airtel | 48.45 | 4.46 |
| Reliance Industries | 46.41 | 4.27 |
| AXIS Bank Ltd | 43.58 | 4.01 |
| Bajaj Finance | 39.85 | 3.66 |
| Infosys | 39.67 | 3.65 |
| Tata Steel | 36.97 | 3.40 |
| Maruti Suzuki India | 31.78 | 2.92 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.19
Sharpe Ratio
14.66%
Std. Deviation
4.05%
Tracking Error
-0.27%
Alpha
0.97
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | +3.56% | +11.17% | +9.1% |
| UTI Children's Equity Fund Regular Plan Growth | -4.33% | +8.32% | +7.91% |
| UTI Children's Equity Fund - Scholarship Plan | -4.33% | +8.32% | +7.91% |
| Axis Children's Regular Lock in Growth | +0.59% | +7.96% | +7.05% |
| Axis Children's Regular No Lock in Growth | +0.59% | +7.96% | +7.05% |
Results are calculated on CAGR basis
About Fund
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
The UTI Children's Equity Fund - Scholarship Plan has an AUM of 1108.89 crores & has delivered CAGR of 7.91 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.32%. The minimum investment in UTI Children's Equity Fund - Scholarship Plan is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Net Current Assets, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Oil & Gas Operations.
Some of the similar funds are Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth, UTI Children's Equity Fund Regular Plan Growth, UTI Children's Equity Fund - Scholarship Plan, Axis Children's Regular Lock in Growth, Axis Children's Regular No Lock in Growth. UTI Children's Equity Fund - Scholarship Plan has a sharpe ratio of 0.19 & a standard deviation of 14.66%.
FAQs
According to the morning star rating UTI Children's Equity Fund - Scholarship Plan has a Medium risk & Good return.
UTI Children's Equity Fund - Scholarship Plan is managed by Sachin Trivedi.
The expense ratio of UTI Children's Equity Fund - Scholarship Plan is 2.32%.
The 5 year annualized return on UTI Children's Equity Fund - Scholarship Plan is 7.91% & it has generated -4.33% in the last 1 year.
The minimum investment in UTI Children's Equity Fund - Scholarship Plan is 1000 Rs.
UTI Children's Equity Fund - Scholarship Plan has an AUM of 1108.89 crores.
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