UTI Children's Career Fund Savings Plan Direct Plan-0.17%

4.99%
1 Year Return
Solution Oriented
Children's
4.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Children's Career Fund Savings Plan Direct Plan

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.57%
NAV24.25 (29 Oct 2020)
Fund Started01 Jan 2013
Fund Size3,536 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Children's Career Fund Savings Plan Direct Plan
5.0%
2.6%
6.1%
9.1%
Category Average
0.9%
2.3%
5.7%
-
Rank within category
3
5
5
-
*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 5.0% 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. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 1.6%

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec7.2%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.5%
    GOISovereignGOI Sec4.2%
    Infosys Ltd.TechnologyEquity3.1%
    GOISovereignGOI Sec3.0%
    HDFC Bank Ltd.FinancialEquity3.0%
    ICICI Bank Ltd.FinancialEquity2.4%
    Green Infra Wind Energy Ltd.EngineeringDebenture2.1%
    Edelweiss Rural & Corporate Services Ltd.FinancialNCD2.0%
    Power Finance Corpn. Ltd.FinancialDebenture2.0%
    See All

    Fund Managers

    addVetri Subramaniam
    Education
    Mr. Subramaniam is a B.Com (H) and PGDBM (Finance) from IIM Bangalore
    Experience
    Prior to joining UTI Asset Management Company, he was working with Invesco AMC as the Chief Investment Officer. He had also worked with Motilal Oswal Securities Ltd., Capris Investment Management, Kotak Mahindra Asset Management, SSKI Investors Services Ltd. and SSKI Securities Pvt. Ltd.
    Funds Managed
    addAmandeep Singh Chopra
    Education
    Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
    Experience
    He has been with associated with UTI AMC for over two decades.
    Funds Managed

    UTI Children's Career Fund Savings Plan Direct Plan Details

    UTI Children's Career Fund Savings Plan Direct Plan is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Amandeep Chopra, Kaushik Basu is the Current Fund Manager of UTI Children's Career Fund Savings Plan Direct Plan fund.The fund currently has an Asset Under Management(AUM) of ₹3,536 Cr and the Latest NAV as of 29 Oct 2020 is ₹24.25.

    The UTI Children's Career Fund Savings Plan Direct Plan is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 3% if redeemed less than 2 years, 2% if redeemed 2 years and above but less than 4 years and 1% if redeemed 4 years and above but less than 5 years.

    Investment Objective

    The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation.

    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 3% if redeemed less than 2 years, 2% if redeemed 2 years and above but less than 4 years and 1% if redeemed 4 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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