UTI Children's Career Fund Investment Plan Regular Plan Dividend+0.97%

3Groww
5.46%
1 Year Return
Solution Oriented
Children's
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Children's Career Fund Investment Plan Regular Plan Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.85%
NAV36.48 (18 Oct 2019)
Fund Started19 Jan 2004
Fund Size294 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Children's Career Fund Investment Plan Regular Plan Dividend
5.5%
7.5%
8.8%
8.6%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
42
23
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
    30
    with 5.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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    ITC Ltd.FMCGEquity1.9%
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    Fund Managers

    Other Details

    UTI Children's Career Fund Investment Plan Regular Plan Dividend is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 19 Jan 2004. Kaushik Basu is the Current Fund Manager of UTI Children's Career Fund Investment Plan Regular Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹294 Cr and the Latest NAV as of 18 Oct 2019 is ₹36.48.

    The UTI Children's Career Fund Investment Plan Regular Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. 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)

    ₹5000
    Min for First Investment
    ₹1000
    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
    Enter investment amount
    + ₹1,000
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