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  • UTI Mutual Fund
  • UTI Children s Equity Fund Scholarship Plan (Growth)

Formerly UTI CCF- Investment Scholarship Plan

UTI Mutual Fund

UTI Children s Equity Fund Scholarship Plan (Growth)

OtherSolution Oriented

77.9264

NAV (May 28)

16%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

77.9264

NAV (May 28)

Fund Returns

Last 1Y
30.3%
Last 3Y
14.8%
Last 5Y
16%
Last 10Y
13.7%
Since Inception
10.7%
6 Month CAGR
15.1%

Scheme Information

Investment Objective

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
2.27
Launched (20y ago)
Mar 08, 2004
AUM in Crores
1001.018
ISIN
Lock-in
5
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
18.4
Beta (3yr)
0.9
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.787
Sharpe Ratio (5yr)
0.609
YTM
6.67
Fund Managers

Vishal Chopda

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Children s Equity Fund Scholarship Plan (Growth)70%10,92,933 3,60,32116%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-28

Top Stock Holdings

icici bank ltd

7.7%
7.7%

hdfc bank ltd

7.5%
7.5%

infosys ltd

4.9%
4.9%

bharti airtel ltd

4.1%
4.1%

axis bank ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

29.7%
29.7%

consumer cyclical

17.5%
17.5%

consumer defensive

9.3%
9.3%

technology

9.1%
9.1%

industrials

7.8%
7.8%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 133 cr

₹ 18 cr

₹ 3,196 cr

₹ 28 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 226,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

15%

12%

5.9%

7.3%

5.6%

6.8%

17.5%

15.2%

UTI Children s Equity Fund Scholarship Plan (G) Review

UTI Children s Equity Fund Scholarship Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 10.7% over a period of 20 years. The fund was previously known as UTI CCF- Investment Scholarship Plan. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.

Nav of UTI Children s Equity Fund Scholarship Plan (G) as of 5/28/2024 is ₹77.93 with the total AUM as of 5/30/2024 is ₹1001.018. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Children s Equity Fund Scholarship Plan (G) was launched on Mar 08, 2004. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Children s Equity Fund Scholarship Plan (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is UTI Children s Equity Fund Scholarship Plan (G)?

UTI Children s Equity Fund Scholarship Plan (G) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Children s Equity Fund Scholarship Plan (G)?

You can invest in UTI Children s Equity Fund Scholarship Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Children s Equity Fund Scholarship Plan (G)?

The minimum sip amount for UTI Children s Equity Fund Scholarship Plan (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Children s Equity Fund Scholarship Plan (G) good to invest in?

As per Scripbox experts, UTI Children s Equity Fund Scholarship Plan (G) is a Not Reviewed Yet fund. You can investUTI Children s Equity Fund Scholarship Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Children s Equity Fund Scholarship Plan (G)?

The expense ratio of the UTI Children s Equity Fund Scholarship Plan (G) is 2.27% for regular plan.