UTI Children'S Equity Fund - Regular Plan - Growth Option
Expense Ratio: 2.22
Risk: Very High
Solution Oriented Scheme - Children s Fund
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 30-01-2008
Exit Load: Nil
Fund Size:₹1,178.27 Cr
Performance
1Y
Fund-9.40%
Cat. Avg.-1.34%
2Y
Fund-6.02%
Cat. Avg.-0.67%
3Y
Fund5.63%
Cat. Avg.8.42%
5Y
Fund4.35%
Cat. Avg.7.18%
10Y
Fund10.32%
Cat. Avg.9.51%
SI
Fund10.19%
Cat. Avg.10.15%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - HDFC BANK LIMITED | 89.54 | 8.07% |
| 2 | EQ - ICICI BANK LTD | 82.14 | 7.41% |
| 3 | EQ - BHARTI AIRTEL LTD. | 49.06 | 4.42% |
| 4 | EQ - AXIS BANK LTD. | 45.58 | 4.11% |
| 5 | EQ - RELIANCE INDUSTRIES LTD. | 45.45 | 4.10% |
| 6 | EQ - BAJAJ FINANCE LTD. | 44.07 | 3.97% |
| 7 | NET CURRENT ASSETS | 40.37 | 3.64% |
| 8 | EQ - INFOSYS LTD. | 34.18 | 3.08% |
| 9 | EQ - MARUTI SUZUKI INDIA LTD. | 34.17 | 3.08% |
| 10 | EQ - TATA STEEL LTD. | 33.42 | 3.01% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57622 | -4.0% | -8.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.5% | -4.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.75 L. | -2.6% | -1.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.33 L. | +10.9% | +4.2% |
| 10Y | 07 Nov, 16 | 6 L. | 9.61 L. | +60.1% | +9.2% |
| SI | 07 Apr, 06 | 12.35 L. | 42.03 L. | +240.3% | +10.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90596 | -9.4% | -9.4% |
| 2Y | 16 Oct, 24 | 1 L. | 88322 | -11.7% | -6.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.18 L. | +17.9% | +5.6% |
| 5Y | 18 Oct, 21 | 1 L. | 1.23 L. | +22.6% | +4.2% |
| 10Y | 17 Oct, 16 | 1 L. | 2.69 L. | +168.8% | +10.4% |
| SI | 03 Apr, 06 | 1 L. | 7.35 L. | +634.9% | +10.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.