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: 1.75% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,525.33 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 26% | Exit Load: Nil |
40.4577
0.04 (0.0892%)
8.22%
Benchmark: 9.74%
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 | 4.55 | 6.8 | 9.45 | 8.61 | 8.76 |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 11.57 | - | - | - | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 9.97 | 8.79 | 14.82 | 9.76 | - |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 9.87 | 17.74 | 21.45 | 27.07 | - |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 9.04 | 10.18 | - | - | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 9.0 | 9.93 | 18.21 | 14.36 | 13.15 |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 5.83 | 9.45 | 11.06 | 9.1 | 10.34 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 5.83 | 9.45 | 11.06 | 9.1 | 10.34 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 4.87 | 9.16 | 12.24 | 11.25 | 11.54 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 4.16 | 6.91 | 13.93 | 13.73 | 14.01 |
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
4.07%
Others
60.15%
Large Cap
29.05%
Mid Cap
6.71%
Scheme Documents
There are no scheme documents available
