Name	Sector	Instruments	Assets
HDFC Bank Ltd.	Financial	Equity	9.46%
ICICI Bank Ltd.	Financial	Equity	7.56%
Bharti Airtel Ltd.	Communication	Equity	4.74%
Infosys Ltd.	Technology	Equity	4.70%
Reliance Industries Ltd.	Energy	Equity	4.42%
Bajaj Finance Ltd.	Financial	Equity	3.68%
Maruti Suzuki India Ltd.	Automobile	Equity	3.44%
Axis Bank Ltd.	Financial	Equity	3.12%
Tata Steel Ltd.	Metals & Mining	Equity	2.72%
Larsen & Toubro Ltd.	Construction	Equity	2.02%
Tech Mahindra Ltd.	Technology	Equity	1.97%
Jubilant FoodWorks Ltd.	Services	Equity	1.76%
The Phoenix Mills Ltd.	Construction	Equity	1.70%
Shree Cement Ltd.	Construction	Equity	1.66%
Avenue Supermarts Ltd.	Services	Equity	1.65%
State Bank of India	Financial	Equity	1.63%
Ajanta Pharma Ltd.	Healthcare	Equity	1.61%
ICICI Lombard General Insurance Company Ltd.	Insurance	Equity	1.57%
LTIMindtree Ltd.	Technology	Equity	1.56%
Nestle India Ltd.	Consumer Staples	Equity	1.44%
Aster DM Healthcare Ltd.	Healthcare	Equity	1.41%
Polycab India Ltd.	Capital Goods	Equity	1.39%
Tata Consultancy Services Ltd.	Technology	Equity	1.38%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	1.29%
HDFC Life Insurance Co Ltd.	Insurance	Equity	1.28%
Godrej Consumer Products Ltd.	Consumer Staples	Equity	1.27%
Havells India Ltd.	Capital Goods	Equity	1.18%
Crompton Greaves Consumer Electricals Ltd.	Consumer Discretionary	Equity	1.13%
Tube Investments Of India Ltd.	Automobile	Equity	1.12%
NTPC Ltd.	Energy	Equity	1.11%
Eicher Motors Ltd.	Automobile	Equity	1.06%
Tata Consumer Products Ltd.	Consumer Staples	Equity	1.06%
Endurance Technologies Ltd.	Automobile	Equity	1.04%
Metro Brands Ltd.	Consumer Staples	Equity	1.02%
Bharat Petroleum Corporation Ltd.	Energy	Equity	1.00%
Syngene International Ltd.	Healthcare	Equity	0.97%
Swiggy Ltd.	Services	Equity	0.96%
Coforge Ltd.	Technology	Equity	0.92%
Hero Motocorp Ltd.	Automobile	Equity	0.89%
Samvardhana Motherson International Ltd.	Automobile	Equity	0.88%
Kajaria Ceramics Ltd.	Construction	Equity	0.83%
Oberoi Realty Ltd.	Construction	Equity	0.79%
Astral Ltd.	Chemicals	Equity	0.77%
Timken India Ltd.	Capital Goods	Equity	0.74%
Dr. Lal Pathlabs Ltd.	Healthcare	Equity	0.73%
PI Industries Ltd.	Chemicals	Equity	0.71%
Power Grid Corporation Of India Ltd.	Energy	Equity	0.70%
Eternal Ltd.	Services	Equity	0.69%
PB Fintech Ltd.	Services	Equity	0.68%
Bharat Electronics Ltd.	Capital Goods	Equity	0.67%
Global Health Ltd.	Healthcare	Equity	0.65%
Titan Company Ltd.	Consumer Discretionary	Equity	0.60%
Gujarat Gas Ltd.	Energy	Equity	0.57%
Asian Paints Ltd.	Chemicals	Equity	0.56%
Cipla Ltd.	Healthcare	Equity	0.47%
Tata Capital Ltd.	Financial	Equity	0.42%
Tips Music Ltd.	Services	Equity	0.32%
Marico Ltd.	Consumer Staples	Equity	0.26%
United Foodbrands Ltd.	Services	Equity	0.20%
Trent Ltd.	Services	Equity	0.19%
Tata Motors Ltd.	Automobile	Equity	0.00%

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+13.1%	+12.0%	+13.0%	+10.3%
Category average (Equity Flexi Cap)	+16.0%	+15.6%	+13.5%	--
Rank (Equity Flexi Cap)	58	44	27	--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	Parag Parikh Flexi Cap Fund Growth	+7.52%	+21.71%	1,33,308.62
	HDFC Flexi Cap Fund Growth	+12.11%	+21.23%	96,294.99
	Invesco India Flexi Cap Fund Growth	+0.16%	+20.71%	4,723.38
	HSBC Flexi Cap Fund Growth	+2.34%	+18.99%	5,227.12
	Franklin India Flexi Cap Fund Growth	+4.16%	+17.64%	20,021.75
Compare

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

Also manages these schemes

UTI Infrastructure Fund Plan Growth

UTI Transportation and Logistics Fund Plan Growth

UTI Children's Equity Fund Plan Growth

UTI Balanced Advantage Fund Growth

UTI Children's Hybrid Fund Plan

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 ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹84.82. The UTI Children's Equity Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

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

Scheme Information Document(SID)