UTI Childrens Hybrid Fund - Regular Plan
(Erstwhile UTI C C Balanced Fund)
Fund House: UTI Mutual Fund| Category: Childrens Fund |
| Launch Date: 12-07-1993 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Short Term Debt Hybrid 60+40 Fund |
| TER: 1.72% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,370.88 Cr As on (31-03-2024) |
| Turn over: 23% | Exit Load: Nil |
36.1677
-0.12 (-0.3351%)
8.31%
Benchmark: 8.71%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
23 Years 2 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open-ended debt oriented fund with investment in Debt/G-Sec of minimum 60% and a maximum of 40% in Equity. Investment can be made in the name of the children upto 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 | 5.4 |
| Sharpe Ratio | 0.85 |
| Alpha | 0.55 |
| Beta | 0.43 |
| Yield to Maturity | 7.38 |
| Average Maturity | 11.23 |
PEER COMPARISON
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
3.48%
Others
61.08%
Large Cap
25.68%
Mid Cap
9.77%
