UTI Children's Career Fund Savings Plan Direct Plan+0.13%

4Groww
3.65%
1 Year Return
Solution Oriented
Children's
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Children's Career Fund Savings Plan Direct Plan

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.60%
NAV23.40 (20 Nov 2019)
Fund Started01 Jan 2013
Fund Size3,574 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Children's Career Fund Savings Plan Direct Plan
3.6%
5.6%
7.1%
9.9%
Category Average
0.9%
5.4%
7.2%
-
Rank within category
9
9
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 3.6% annual returns

    Comparison

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    Fund Managers

    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

    Other 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 introduced 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.The fund currently has an Asset Under Management(AUM) of ₹3,574 Cr and the Latest NAV as of 20 Nov 2019 is ₹23.40.

    The UTI Children's Career Fund Savings Plan Direct Plan is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. 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 Plan provides financial support to childrens career along the path of higher education for competitive world ahead.

    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)

    ₹1000
    Min for First Investment
    ₹1000
    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
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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