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 Index |
| TER: 1.61% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,315.46 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.19% | Exit Load: Nil |
40.189
-0.06 (-0.1483%)
8.1%
Benchmark: 9.58%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 5.31 |
| Sharpe Ratio | 0.81 |
| Alpha | 0.94 |
| Beta | 0.43 |
| Yield to Maturity | 7.11 |
| Average Maturity | 10.81 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Childrens Hybrid Fund - Regular Plan | 12-07-1993 | -0.09 | 3.02 | 7.43 | 7.6 | 7.95 |
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
2.98%
Others
62.53%
Large Cap
27.55%
Mid Cap
6.94%
