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UTI Children's Career Fund Investment Plan Direct Growth-0.63%

19.11%
1 Year Return
Solution Oriented
Children's
3.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Children's Career Fund Investment Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.74%
NAV₹50.11 (25 Jan 2021)
Fund Started02 Jan 2013
Fund Size417 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.1%
8.1%
15.5%
13.8%
Category Average
14.3%
6.3%
13.3%
-
Rank Within Category
14
17
16
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 19.1% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.86%

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.4%
Infosys Ltd.TechnologyEquity7.4%
ICICI Bank Ltd.FinancialEquity7.0%
Housing Development Finance Corpn. Ltd.FinancialEquity5.4%
Axis Bank Ltd.FinancialEquity4.0%
Bharti Airtel Ltd.CommunicationEquity3.4%
ITC Ltd.FMCGEquity2.8%
Gujarat Gas Ltd.ChemicalsEquity2.2%
Bajaj Finance Ltd.FinancialEquity2.1%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.0%
See All

Fund Managers

Vetri Subramaniam
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UTI Children's Career Fund Investment Plan Direct Growth Details

UTI Children's Career Fund Investment Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Kaushik Basu is the Current Fund Manager of UTI Children's Career Fund Investment Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹417 Cr and the Latest NAV as of 25 Jan 2021 is ₹50.11.

The UTI Children's Career Fund Investment Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 4% if redeemed less than 1 year, 3% if redeemed 1 year and above but less than 3 years and 1% if redeemed 3 years and above but less than 5 years.

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Tax Implications

If average equity holding is >65%, returns are taxed at 15% (redeemed before one year) and 10% (After 1 year as per LTCG). If average equity holding is <65%, returns are taxed as per your Income Tax slab (redeemed before 3 years) and 20% with indexation benefit (post 3 years).

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 4% if redeemed less than 1 year, 3% if redeemed 1 year and above but less than 3 years and 1% if redeemed 3 years and above but less than 5 years.
Exit Load

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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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