UTI Children's Career Fund Investment Plan Direct Growth+0.52%

3
4.71%
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 Ratio1.86%
NAV37.76 (31 Jul 2020)
Fund Started02 Jan 2013
Fund Size300 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Children's Career Fund Investment Plan Direct Growth
4.7%
1.7%
6.2%
10.2%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
24
20
21
-
*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 4.7% annual returns

    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.FinancialEquity8.0%
    ICICI Bank Ltd.FinancialEquity6.3%
    Infosys Ltd.TechnologyEquity6.2%
    Bharti Airtel Ltd.CommunicationEquity3.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.5%
    ITC Ltd.FMCGEquity3.4%
    Axis Bank Ltd.FinancialEquity3.4%
    Gujarat Gas Ltd.ChemicalsEquity2.9%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.4%
    Larsen & Toubro Infotech Ltd.TechnologyEquity2.2%
    See All

    Fund Managers

    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 ₹300 Cr and the Latest NAV as of 31 Jul 2020 is ₹37.76.

    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 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
    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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