UTI Children's Hybrid Fund - Regular Plan
- Children
- Solutions Oriented
- Moderately High risk
Explore On
Rating:
4
Key Metrics
Aum
₹4,388.42 Cr
Expense Ratio
1.61%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
15 Dec 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.31% | -- |
| 3 Months | +3.07% | -- |
| 6 Months | -0.29% | -- |
| 1 Year | -0.7% | -0.7% |
| 2 Years | -- | +2.63% |
| 3 Years | +24.15% | +7.48% |
| 5 Years | +43.39% | +7.47% |
| Since Launch | +1411.5% | +9.29% |
Holdings as on 10 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Net Current Assets | 443.34 | 10.27 |
| 6.68% Govt Stock 2040 | 235.89 | 5.47 |
| 7.32% Govt Stock 2030 | 168.96 | 3.92 |
| HDFC Bank | 130.69 | 3.03 |
| 7.24% Govt Stock 2055 | 119.22 | 2.76 |
| 7.18% Govt Stock 2037 | 115.99 | 2.69 |
| ICICI Bank | 111.62 | 2.59 |
| 7.32% Rajasthan Sgs 2035 | 79.73 | 1.85 |
| Bharti Airtel | 76.30 | 1.77 |
| Andhra Pradesh (Government of) 7.88% | 75.15 | 1.74 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.15
Sharpe Ratio
6.82%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Children's Benefit Fund- Investment Plan Regular Growth | +15.55% | +21.89% | +22.63% |
| ICICI Prudential Children’s Fund | -2.07% | +14.37% | +13.1% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | +1.74% | +11.37% | +9.34% |
| UTI Children's Hybrid Fund - Regular Plan | -0.7% | +7.48% | +7.47% |
| UTI Children's Hybrid Fund - Scholarship Plan | -0.7% | +7.48% | +7.47% |
Results are calculated on CAGR basis
About Fund
The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
The UTI Children's Hybrid Fund - Regular Plan has an AUM of 4388.42 crores & has delivered CAGR of 7.47 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.61%. The minimum investment in UTI Children's Hybrid Fund - Regular Plan is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Net Current Assets, 6.68% Govt Stock 2040, 7.32% Govt Stock 2030, HDFC Bank.
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 SBI Children's Benefit Fund- Investment Plan Regular Growth, ICICI Prudential Children’s Fund, Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth, UTI Children's Hybrid Fund - Regular Plan, UTI Children's Hybrid Fund - Scholarship Plan. UTI Children's Hybrid Fund - Regular Plan has a sharpe ratio of 0.15 & a standard deviation of 6.82%.
FAQs
According to the morning star rating UTI Children's Hybrid Fund - Regular Plan has a Moderate risk & Moderate return.
UTI Children's Hybrid Fund - Regular Plan is managed by Anurag Mittal,Sachin Trivedi.
The expense ratio of UTI Children's Hybrid Fund - Regular Plan is 1.61%.
The 5 year annualized return on UTI Children's Hybrid Fund - Regular Plan is 7.47% & it has generated -0.70% in the last 1 year.
The minimum investment in UTI Children's Hybrid Fund - Regular Plan is 1000 Rs.
UTI Children's Hybrid Fund - Regular Plan has an AUM of 4388.42 crores.
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