UTI Children's Career Fund Investment Plan Direct Growth+1.05%

3Groww
7.10%
1 Year Return
Solution Oriented
Children's
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Children's Career Fund Investment Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.93%
NAV40.01 (13 Dec 2019)
Fund Started02 Jan 2013
Fund Size317 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Children's Career Fund Investment Plan Direct Growth
7.1%
12.4%
8.8%
12.1%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
42
22
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.1% annual returns

    Comparison

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    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.4%
    ICICI Bank Ltd.FinancialEquity8.1%
    Axis Bank Ltd.FinancialEquity5.8%
    Infosys Ltd.TechnologyEquity5.2%
    Indusind Bank Ltd.FinancialEquity2.8%
    Gujarat Gas Ltd.ChemicalsEquity2.2%
    Reliance Industries Ltd.EnergyEquity2.2%
    Muthoot Finance Ltd.FinancialEquity2.1%
    Maruti Suzuki India Ltd.AutomobileEquity2.0%
    Petronet LNG Ltd.EnergyEquity1.9%
    See All

    Fund Managers

    Other 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 introduced to investors on 02 Jan 2013. Kaushik Basu is the Current Fund Manager of UTI Children's Career Fund Investment Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹317 Cr and the Latest NAV as of 13 Dec 2019 is ₹40.01.

    The UTI Children's Career Fund Investment Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 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 Plan provides financial support to childrens career along the path of higher education for competitive world ahead.

    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
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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