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Business News/Market/Market Stats/    UTI Children's Equity Fund Regular Plan Growth

UTI Children's Equity Fund Regular Plan Growth

+
  • Solutions Oriented
  • Children
  • Rating 4
  • Plan
85.55 +0.17 (0.20%) NAV as on 16 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1010.49
  • CAGR 33.65%
  • Exit Load0.00%
  • Expense ratio2.26%
  • CategorySolutions Oriented
  • Min Investment1000
  • Min SIP500
  • Launch Date2004-03-08

Morning Star Rating 4

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 July 2024

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

Risk & Volitility

  • Alpha -0.27%
  • Beta 0.97
  • Sharpe Ratio0.75
  • Std Deviation 13.02%
  • 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 Regular Plan Growth has an AUM of 1010.49 crores & has delivered CAGR of 19.00% 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 Regular Plan Growth 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 & Appliance & Tool.

 

Some of the similar funds are 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, Axis Children's Gift Regular No Lock in Growth. UTI Children's Equity Fund Regular Plan Growth has a sharpe ratio of 0.75 & a standard deviation of 13.02%.

FAQs about UTI Children's Equity Fund Regular Plan Growth

According to the morning star rating UTI Children's Equity Fund Regular Plan Growth has a Medium risk & Exceptional return.
UTI Children's Equity Fund Regular Plan Growth is managed by Vishal Chopda.
The expense ratio of UTI Children's Equity Fund Regular Plan Growth is 2.26%.
The 5 year annualized return on UTI Children's Equity Fund Regular Plan Growth is 19.00% & it has generated 33.65% in the last 1 year.
The minimum investment in UTI Children's Equity Fund Regular Plan Growth is 1000 Rs.
UTI Children's Equity Fund Regular Plan Growth has an AUM of 1010.49 crores.
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