UTI Children'S Equity Fund - Direct Plan - Growth Option
Expense Ratio: 1.2
Risk: Very High
Solution Oriented Scheme - Children s Fund
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 30-01-2008
Exit Load: Nil
Fund Size:₹1,178.27 Cr
Performance
1Y
Fund-8.51%
Cat. Avg.N/A
2Y
Fund-5.06%
Cat. Avg.N/A
3Y
Fund6.75%
Cat. Avg.N/A
5Y
Fund5.46%
Cat. Avg.N/A
10Y
Fund11.40%
Cat. Avg.N/A
SI
Fund12.13%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - HDFC BANK LIMITED | 89.54 | 8.07% |
| 2 | EQ - ICICI BANK LTD | 82.14 | 7.41% |
| 3 | EQ - BHARTI AIRTEL LTD. | 49.06 | 4.42% |
| 4 | EQ - AXIS BANK LTD. | 45.58 | 4.11% |
| 5 | EQ - RELIANCE INDUSTRIES LTD. | 45.45 | 4.10% |
| 6 | EQ - BAJAJ FINANCE LTD. | 44.07 | 3.97% |
| 7 | NET CURRENT ASSETS | 40.37 | 3.64% |
| 8 | EQ - INFOSYS LTD. | 34.18 | 3.08% |
| 9 | EQ - MARUTI SUZUKI INDIA LTD. | 34.17 | 3.08% |
| 10 | EQ - TATA STEEL LTD. | 33.42 | 3.01% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57883 | -3.5% | -7.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.16 L. | -3.6% | -3.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.78 L. | -1.1% | -0.7% |
| 5Y | 08 Nov, 21 | 3 L. | 3.42 L. | +14.0% | +5.3% |
| 10Y | 07 Nov, 16 | 6 L. | 10.21 L. | +70.1% | +10.4% |
| SI | 07 Jan, 13 | 8.30 L. | 19.32 L. | +132.7% | +11.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91489 | -8.5% | -8.5% |
| 2Y | 16 Oct, 24 | 1 L. | 90144 | -9.9% | -5.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.22 L. | +21.6% | +6.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.29 L. | +29.3% | +5.3% |
| 10Y | 17 Oct, 16 | 1 L. | 2.96 L. | +196.3% | +11.5% |
| SI | 02 Jan, 13 | 1 L. | 4.85 L. | +385.2% | +12.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.