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  • UTI Childrens Hybrid Fund - Regular Plan

UTI Childrens Hybrid Fund - Regular Plan

(Erstwhile UTI C C Balanced Fund)

Category: Childrens Fund
Launch Date: 12-07-1993
Asset Class: Mixed Asset
Benchmark: CRISIL Short Term Debt Hybrid 60+40 Index
Expense Ratio: 1.74% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,457.19 Cr As on (31-03-2025)
Turn over: 26
NAV (₹): 39.4937 ₹ -0.25 ( -0.6234%)
as on 25-04-2025
CAGR Since Inception - 8.35%
CRISIL Short Term Debt Hybrid 60+40 Index - 9.79%

Fund Managers

Sunil Madhukar Patil, Vishal Chopda


Investment Objective

An open-ended debt oriented fund with investment in Debt/G-Sec of minimum 60% and a maximum of 40% in Equity. Investment can be made in the name of the children upto age of 15 years so as to provide them, after they attain the age of 18 years, a means to receive scholarship to meet the cost of higher education and/or to help them in setting up a profession, practice or business or enabling them to set up a home or finance the cost of other social obligation.

PERFORMANCE of UTI Childrens Hybrid Fund - Regular Plan

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Childrens Hybrid Fund - Regular Plan 9.46 9.73 13.42 8.65 8.35
Benchmark - - - - -
Childrens Fund 8.06 13.02 18.28 11.14 12.09

RETURNS CALCULATOR for UTI Childrens Hybrid Fund - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of UTI Childrens Hybrid Fund - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Childrens Hybrid Fund - Regular Plan 5.31 0.81 0.94 0.43 7.11 10.81
Childrens Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI Childrens Hybrid Reg 12-07-1993 9.46 12.83 9.73 13.42 8.65
SBI Magnum Childrens Benefit Inv Reg Gr 05-09-2020 19.61 29.17 20.04 0.0 0.0
SBI Magnum Childrens Benefit Savings Reg Gr 25-01-2002 13.21 15.95 12.26 14.92 11.5
Axis Childrens Fund Lock in Reg Gr 05-12-2015 10.7 14.19 8.38 15.85 0.0
Axis Childrens Fund No Lock in Reg Gr 05-12-2015 10.7 14.19 8.38 15.85 0.0
Union Childrens Fund Reg Gr 19-12-2023 7.02 0.0 0.0 0.0 0.0
HDFC Childrens Fund Gr 02-03-2001 6.74 17.27 15.82 22.32 13.08
UTI Childrens Equity Reg Gr 17-02-2004 6.29 19.01 11.85 21.46 11.73
Tata Young Citizen Reg Gr 14-10-1995 5.75 18.67 13.88 22.51 10.91
ICICI Pru Child Care Gift Cum 20-08-2001 4.33 23.13 17.14 20.8 11.75

Asset Allocation (%)

PORTFOLIO ANALYSIS of UTI Childrens Hybrid Fund - Regular Plan

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)