UTI Children's Equity Fund Plan Growth

UTI Children's Equity Fund Plan Growth

+8.88%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jun '26
₹78.11
Min. for SIP
₹500
Fund size (AUM)
₹1,096.05 Cr
Expense ratio
2.16%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,317
-4.47%
3 years₹1,80,000₹1,84,104
+2.28%
5 years₹3,00,000₹3,46,828
+15.61%
10 years₹6,00,000₹10,16,900
+69.48%

Holdings (66)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity7.90%
ICICI Bank LtdFinancialEquity6.89%
Reliance Industries LtdEnergy & UtilitiesEquity4.59%
Bharti Airtel LtdTechnologyEquity4.56%
Net Current AssetsUnspecifiedNet Current Assets4.20%
Axis Bank LtdFinancialEquity3.92%
Bajaj Finance LtdFinancialEquity3.75%
Infosys LtdTechnologyEquity3.68%
Tata Steel LtdMaterialsEquity3.43%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.94%
Kotak Mahindra Bank LtdFinancialEquity2.26%
State Bank of IndiaFinancialEquity2.04%
Tech Mahindra LtdTechnologyEquity1.96%
Avenue Supermarts LtdConsumer StaplesEquity1.94%
Larsen & Toubro LtdIndustrialsEquity1.76%
Ajanta Pharma LtdHealthcareEquity1.76%
Nestle India LtdConsumer StaplesEquity1.75%
Phoenix Mills LtdReal EstateEquity1.74%
Aster DM Healthcare LtdHealthcareEquity1.72%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.62%
Shree Cement LtdMaterialsEquity1.62%
Polycab India LtdIndustrialsEquity1.59%
Zomato LtdTechnologyEquity1.52%
ICICI Lombard General Insurance Company LtdFinancialEquity1.51%
NTPC LtdEnergy & UtilitiesEquity1.45%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity1.40%
LTIMindtree LtdTechnologyEquity1.33%
Tata Consultancy Services LtdTechnologyEquity1.14%
Tata Consumer Products LtdConsumer StaplesEquity1.09%
Endurance Technologies LtdConsumer DiscretionaryEquity1.01%
Cholamandalam Investment & Finance Company LtdFinancialEquity0.99%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity0.95%
Eicher Motors LtdConsumer DiscretionaryEquity0.95%
HDFC Life Insurance Co LtdFinancialEquity0.94%
Astral LtdIndustrialsEquity0.91%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity0.90%
Kajaria Ceramics LtdIndustrialsEquity0.87%
Godrej Consumer Products LtdConsumer StaplesEquity0.86%
Oberoi Realty LtdReal EstateEquity0.84%
Hero Motocorp LtdConsumer DiscretionaryEquity0.84%
Metro Brands LtdConsumer DiscretionaryEquity0.84%
Bharat Electronics LtdIndustrialsEquity0.78%
Syngene International LtdHealthcareEquity0.75%
Havells India LtdConsumer DiscretionaryEquity0.72%
Swiggy Ltd.TechnologyEquity0.72%
Dr. Lal Pathlabs LtdHealthcareEquity0.72%
PI Industries LtdMaterialsEquity0.72%
Coforge LtdTechnologyEquity0.71%
Titan Company LtdConsumer DiscretionaryEquity0.70%
PB Fintech LtdFinancialEquity0.67%
Global Health LtdHealthcareEquity0.66%
Asian Paints LtdMaterialsEquity0.66%
Gujarat Gas LtdEnergy & UtilitiesEquity0.57%
Blue Star LtdIndustrialsEquity0.55%
Coal India LtdMaterialsEquity0.47%
TATA CAPITAL LIMITED EQFinancialEquity0.44%
Tips Industries LtdConsumer DiscretionaryEquity0.41%
Barbeque-Nation Hospitality LtdConsumer DiscretionaryEquity0.36%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.30%
Marico LtdConsumer StaplesEquity0.28%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.27%
Tube Investments Of India LtdConsumer DiscretionaryEquity0.20%
Trent LtdConsumer DiscretionaryEquity0.19%
Central Mine Planning & Design Institute Ltd.MaterialsEquity0.18%
Others CBLOUnspecifiedCBLO0.03%
Tata Motors LtdIndustrialsEquity0.00%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+8.9%+8.2%+11.3%+9.7%
Category average (Equity Flexi Cap)+16.0%+15.6%+13.5%--
Rank (Equity Flexi Cap)664926--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

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Fund management

ST
Sachin Trivedi
Jun 2025 - Present
View details

Education
Mr. Sachin Trivedi is a CFA.
Experience
He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager

About UTI Children's Equity Fund Plan Growth

UTI Children's Equity Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sachin Trivedi is the Current Fund Manager of UTI Children's Equity Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,629 Cr and the Latest NAV as of 04 Jun 2026 is ₹78.11. The UTI Children's Equity Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,96,629.25 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,