UTI Childrens Equity Fund - Regular Plan - IDCW
(Erstwhile UTI CCP Advantage Fund - Income)
Fund House: UTI Mutual Fund| Category: Childrens Fund |
| Launch Date: 17-02-2004 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 500 TRI |
| TER: 2.22% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,179.94 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 27% | Exit Load: Nil |
85.5698
0.57 (0.6637%)
10.32%
Benchmark: 12.41%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.35 |
| Sharpe Ratio | 0.68 |
| Alpha | -2.59 |
| Beta | 0.9 |
| Yield to Maturity | 6.62 |
| Average Maturity | 0.01 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Childrens Equity Fund - Regular Plan - IDCW | 17-02-2004 | 1.55 | 9.28 | 12.43 | 13.51 | 12.86 |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 5.18 | 13.53 | 16.92 | 16.14 | 12.53 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 4.27 | 10.54 | 13.69 | 11.41 | - |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 3.75 | - | - | - | - |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 3.62 | 9.99 | 10.39 | 10.06 | 10.16 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 3.62 | 9.99 | 10.39 | 10.06 | 10.16 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 3.0 | 20.52 | 22.52 | 29.12 | - |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 2.4 | 10.63 | 12.13 | 11.71 | 11.37 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 17-02-2004 | 1.55 | 9.28 | 12.43 | 13.51 | 12.86 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 1.17 | 9.23 | 14.09 | 15.44 | 13.68 |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.99%
Others
5.02%
Large Cap
70.77%
Mid Cap
17.22%
