UTI Children's Equity Fund - Scholarship Plan

• Alpha -0.27%
• Beta 0.97
• Sharpe Ratio0.60
• Std Deviation 14.08%
• Tracking Error 4.05%

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 1129.41 crores & has delivered CAGR of 19.18% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.24%. 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 & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Infosys & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Communications Services.

Some of the similar funds are ICICI Prudential Child Care Fund (Gift Plan), UTI Children's Equity Fund Regular Plan Growth, UTI Children's Equity Fund - Scholarship Plan, Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth, Axis Children's Regular Lock in Growth. UTI Children's Equity Fund - Scholarship Plan has a sharpe ratio of 0.60 & a standard deviation of 14.08%.