1M
6M
1Y
3Y
5Y
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| NAV: 22 Oct 2021 | ₹30.62 |
| Min. SIP amount | NA |
| Rating | 4star |
| Fund size | ₹4,252.56 Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Solution Oriented Children's
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 25.9% | 11.1% | 8.5% | 11.0% |
| Category average | 28.7% | 10.3% | 9.1% | NA |
| Rank with in category | 4 | 6 | 5 | NA |
Understand termsinfo
Holdings (109)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 6.0% |
GOI | Sovereign | GOI FRB | 4.1% |
GOI | Sovereign | GOI Sec | 2.9% |
HDFC Bank Ltd. | Financial | Equity | 2.9% |
Infosys Ltd. | Technology | Equity | 2.8% |
ICICI Bank Ltd. | Financial | Equity | 2.7% |
Gujarat State | Others | SDL | 2.5% |
GOI | Sovereign | GOI Sec | 2.3% |
GOI | Sovereign | GOI Sec | 2.3% |
State Bank of India | Financial | Additional Tier 1 Bo | 1.9% |
See All
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.45%
31 Jul 2021 - 31 Aug 2021
1.54%
30 Jun 2021 - 31 Jul 2021
1.54%
31 May 2021 - 30 Jun 2021
1.54%
30 Apr 2021 - 31 May 2021
1.56%
31 Mar 2021 - 30 Apr 2021
1.57%
28 Feb 2021 - 31 Mar 2021
1.57%
31 Jan 2021 - 28 Feb 2021
1.57%
31 Dec 2020 - 31 Jan 2021
1.57%
30 Nov 2020 - 31 Dec 2020
1.57%
31 Oct 2020 - 30 Nov 2020
1.58%
30 Sep 2020 - 31 Oct 2020
1.57%
31 Aug 2020 - 30 Sep 2020
1.57%
31 Jul 2020 - 31 Aug 2020
1.56%
30 Jun 2020 - 31 Jul 2020
1.59%
31 May 2020 - 30 Jun 2020
1.60%
30 Apr 2020 - 31 May 2020
1.60%
31 Mar 2020 - 30 Apr 2020
1.61%
29 Feb 2020 - 31 Mar 2020
1.58%
31 Jan 2020 - 29 Feb 2020
1.58%
31 Dec 2019 - 31 Jan 2020
1.60%
30 Nov 2019 - 31 Dec 2019
1.60%
31 Oct 2019 - 30 Nov 2019
1.60%
30 Sep 2019 - 31 Oct 2019
1.60%
31 Aug 2019 - 30 Sep 2019
1.61%
31 Jul 2019 - 31 Aug 2019
1.60%
30 Jun 2019 - 31 Jul 2019
1.65%
31 May 2019 - 30 Jun 2019
1.65%
30 Apr 2019 - 31 May 2019
1.65%
31 Mar 2019 - 30 Apr 2019
1.67%
28 Feb 2019 - 31 Mar 2019
1.67%
31 Jan 2019 - 28 Feb 2019
1.67%
31 Dec 2018 - 31 Jan 2019
1.67%
30 Nov 2018 - 31 Dec 2018
1.67%
31 Oct 2018 - 30 Nov 2018
1.70%
30 Sep 2018 - 31 Oct 2018
1.70%
31 Aug 2018 - 30 Sep 2018
1.70%
31 Jul 2018 - 31 Aug 2018
1.71%
30 Jun 2018 - 31 Jul 2018
1.62%
31 May 2018 - 30 Jun 2018
1.62%
30 Apr 2018 - 31 May 2018
1.62%
31 Mar 2018 - 30 Apr 2018
1.62%
28 Feb 2018 - 31 Mar 2018
1.62%
31 Jan 2018 - 28 Feb 2018
1.65%
31 Dec 2017 - 31 Jan 2018
1.63%
30 Nov 2017 - 31 Dec 2017
1.64%
31 Oct 2017 - 30 Nov 2017
1.64%
Expense ratio, exit load and tax
Expense ratio: 1.45%
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
Check past data
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Vetri Subramaniam
Aug 2019 - Present
View details
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.
Also manages these schemes
Amandeep Singh Chopra
Jan 2013 - Present
View details
Education
Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
Experience
He has been with UTI AMC since 1994 beginning with Investment Research and then moving into the area of Fund Management. Prior to this, he had an experience of 2 years of working with Aaina Exports Ltd and Stenay Ltd. He serves on the Executive Investment Committee (EIC), Valuation Committee and the Management Committee of UTI AMC Ltd. He is also a member of the Valuation Committee of the Association of Mutual Funds in India (AMFI).
Also manages these schemes
Swati Anil Kulkarni
May 2019 - Present
View details
Education
Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.
Experience
Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.
Also manages these schemes
Kaushik Basu
Jan 2016 - Present
View details
Education
Mr. Basu is a B.Com (H), CAIIB, ICWA and LLB degree.
Experience
He has been associated with UTI AMC for over a decade.
Also manages these schemes
Vishal Chopda
Aug 2019 - Present
View details
Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | #8 in India |
|---|---|
| Total AUM | 1,80,599.47 Cr |
| Date of Incorporation | 01 Feb 2003 |
|---|
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 availa
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 Feb 2003. 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 ₹1,80,599 Cr and the Latest NAV as of 22 Oct 2021 is ₹30.62.
The UTI Children's Career Fund Savings Plan Direct Plan is rated High risk. Minimum SIP Investment is set to 500.
...Read more
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
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.
...Read more
| Fund benchmark | CRISIL Short Term Debt Hybrid 60+40 Fund |
|---|
Fund house contact details
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]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,
Email
[email protected]Website
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UTI Children's Career Fund Savings Plan Direct Plan
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