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 (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,329.97 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 0.19% | Exit Load: Nil |
39.5183
-0.18 (-0.4487%)
8.06%
Benchmark: 9.54%
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 | -2.4 | 3.66 | 7.25 | 7.52 | 7.86 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 16.33 | 16.48 | 22.71 | 24.24 | - |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 5.3 | - | - | - | - |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 3.95 | 8.39 | 11.45 | 10.66 | 10.94 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 3.03 | 5.02 | 12.74 | 9.2 | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 2.34 | 4.94 | 16.15 | 13.51 | 12.14 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 1.32 | 5.72 | - | - | - |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 0.44 | 2.78 | 9.5 | 8.21 | 7.87 |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | -2.02 | 4.93 | 8.27 | 7.29 | 9.31 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | -2.02 | 4.93 | 8.27 | 7.29 | 9.31 |
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
3.22%
Others
61.68%
Large Cap
28.07%
Mid Cap
7.03%
