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  • UTI Mutual Fund
  • UTI Children's Equity Fund (G)
UTI Mutual Fund

UTI Children's Equity Fund (G)

OthersChildrens Fund

83.8605

NAV (Nov 08)

17.523%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

83.8605

NAV (Nov 8)

Fund Returns

Last 1Y
27.1%
Last 3Y
9.7%
Last 5Y
17.5%
Last 10Y
12.6%
Since Inception
10.8%
6 Month CAGR
11.3%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Expense Ratio
2.22%
Launched
-
AUM in Crores
1200.2
ISIN
-
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.8
Beta
0.9
Sharpe Ratio
0.7
YTM
-
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 (G)70%11,38,123 4,05,51117.5%
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 2024-10-29

Top Stock Holdings

ICICI Bank Ltd.

7.2%
7.197%

HDFC Bank Ltd.

7.04%
7.044%

Infosys Ltd.

5.66%
5.664%

Bharti Airtel Ltd.

4.13%
4.125%

Axis Bank Ltd.

3.11%
3.111%
See all holdings

Allocation by Sector

Financial

24.27%
24.267536%

Technology

10.12%
10.117734%

Services

9.4%
9.399264%

Automobile

7.23%
7.234012%

Energy

7.16%
7.15876%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,200 cr

₹ 2,123 cr

₹ 26,417 cr

₹ 2,496 cr

₹ 24,508 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.5%

7.3%

6.2%

6.8%

15.1%

15.2%

6.2%

6.9%

19%

14.1%

UTI Children's Equity Fund (G) Review

UTI Children's Equity Fund (G) is a Childrens Fund Others fund and has delivered an annualised return of 10.8%. The fund is managed by UTI Mutual Fund. The fund manager’s name is Vishal Chopda.

Nav of UTI Children's Equity Fund (G) as of 11/8/2024 is ₹83.86 with the total AUM as of 11/10/2024 is ₹1200.23. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.

The minimum SIP amount for UTI Children's Equity Fund (G) is ₹1000 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 (G)?

It is a Childrens Fund Others scheme predominantly investing across Others instruments with an investment objective to generate wealth over the long term.

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

You can invest in UTI Children's Equity Fund (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 (G)?

The minimum sip amount for UTI Children's Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

The expense ratio of the UTI Children's Equity Fund (G) is 2.22% for regular plan.

What is the NAV of UTI Children's Equity Fund (G)?

Today's UTI Children's Equity Fund (G) NAV is ₹83.86.