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Business News/Market/Market Stats/    UTI Children's Equity Fund - Scholarship Plan

UTI Children's Equity Fund - Scholarship Plan

+
  • Solutions Oriented
  • Children
  • Rating 4
  • Plan
77.93 -0.32 (-0.41%) NAV as on 28 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1001.02
  • CAGR 30.82%
  • Exit Load0.00%
  • Expense ratio2.26%
  • CategorySolutions Oriented
  • Min Investment1000
  • Min SIP500
  • Launch Date2004-03-08

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 29 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -0.27%
  • Beta 0.97
  • Sharpe Ratio0.79
  • Std Deviation 12.61%
  • Tracking Error 4.05%

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 1001.02 crores & has delivered CAGR of 16.11% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.26%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Infosys & Bharti Airtel.

 

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

 

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 Gift Regular Lock in Growth. UTI Children's Equity Fund - Scholarship Plan has a sharpe ratio of 0.79 & a standard deviation of 12.61%.

FAQs about UTI Children's Equity Fund - Scholarship Plan

According to the morning star rating UTI Children's Equity Fund - Scholarship Plan has a Moderate risk & Exceptional return.
UTI Children's Equity Fund - Scholarship Plan is managed by Vishal Chopda.
The expense ratio of UTI Children's Equity Fund - Scholarship Plan is 2.26%.
The 5 year annualized return on UTI Children's Equity Fund - Scholarship Plan is 16.11% & it has generated 30.82% 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 1001.02 crores.
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