Home>Mutual Funds>UTI Mutual Fund>UTI Children's Career Fund Investment Plan Regular Plan Growth

UTI Children's Career Fund Investment Plan Regular Plan Growth

Solution Oriented
Children's
Very High Risk
57.07%
1Y return
+0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹56.24
Min. SIP AmountNA
Rating3star
Fund Size₹504.40 Cr

Holdings (66)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.5%
HDFC Bank Ltd.FinancialEquity7.3%
ICICI Bank Ltd.FinancialEquity6.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
Axis Bank Ltd.FinancialEquity4.3%
Bharti Airtel Ltd.CommunicationEquity3.6%
Gujarat Gas Ltd.EnergyEquity2.1%
ITC Ltd.FMCGEquity2.0%
Bajaj Finance Ltd.FinancialEquity2.0%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity1.9%
See All

Pros and cons

Category: Solution Oriented Children's

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.83%
  • 10Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.83%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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).

Understand termsinfo

Fund management

Vetri Subramaniam
Aug 2019 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

UTI Children's Career Fund Investment Plan Regular Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India