UTI Childrens Equity Fund - Regular Plan - IDCW
Category: Childrens Fund
Launch Date: 17-02-2004
AUM:
₹ 1,137.69 Cr
Expense Ratio
2.23%
Benchmark
NIFTY 500 TRI
ISIN
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Vishal Chopda FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Childrens Equity Fund - Regular Plan - IDCW | 0.78 | 13.13 | 17.18 |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
86.1146
Last change
-0.29 (-0.3317%)
Fund Size (AUM)
₹ 1,137.69 Cr
Performance
10.43% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Investment can be made in the name of the children upto the age of 15 years so as to provide them, after They attain the age of 18 years, a means to receive scholarship to meet the cost of higher education and /or to help them in setting up a profession, practice or business or enabling them to set up a home or finance the cost of other social obligation.
Fund Manager
Mr. Vishal Chopda FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.38 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.85 |
| INFOSYS LIMITED EQ FV RS 5 | 4.82 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.63 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.97 |
| Bajaj Finance Limited | 3.94 |
| NET CURRENT ASSETS | 3.75 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.45 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.87 |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | 2.64 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.06 |
| Information Technology | 9.87 |
| Automobile and Auto Components | 8.73 |
| Consumer Services | 7.09 |
| Healthcare | 5.61 |
| Oil, Gas & Consumable Fuels | 5.56 |
| Consumer Durables | 5.42 |
| Telecommunication | 4.63 |
| Fast Moving Consumer Goods | 4.08 |
| Capital Goods | 3.62 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Childrens Equity Reg DCW | 17.18 |
| SBI Magnum Childrens Benefit Inv Reg Gr | 34.26 |
| ICICI Pru Childrens Fund Reg Plan | 18.63 |
| Union Childrens Fund Reg Gr | 0.0 |
| Axis Childrens Fund Lock in Reg Gr | 12.92 |
| Axis Childrens Fund No Lock in Reg Gr | 12.92 |
| ABSL Bal Bhavishya Yojna Reg Gr | 13.75 |
| SBI Magnum Childrens Benefit Savings Reg Gr | 13.06 |
| HDFC Childrens Fund Gr | 17.92 |
| UTI Childrens Equity Reg Gr | 17.18 |