UTI Childrens Hybrid Fund - Regular Plan
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Fund Manager: Mr. Vishal Chopda FM 1,Mr. Sunil Patil FM 2,Not Applicable FM 3,Not Applicable FM 4 |
Childrens Fund |
CRISIL Short Term Debt Hybrid 60+40 Index
NAV as on 08-01-2026
AUM as on
Rtn ( Since Inception )
8.26%
Inception Date
Jul 12, 1993
Expense Ratio
1.73%
Fund Status
Open Ended Scheme
Min. Investment
1,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
high
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 0.41 | -0.11 | 4.77 | 9.69 | 8.88 | 8.6 |
| AK Hybrid Conservative TRI | 1.05 | 0.8 | 7.76 | 9.8 | 7.4 | 8.69 |
| Childrens Fund | 1.38 | 0.52 | 4.18 | 14.34 | 13.21 | 11.36 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| UTI Childrens Hybrid Fund - Regular Plan | 455.89 | 1.73 | 4.77 | 9.69 | 8.88 | 8.6 |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 10.8 | 2.34 | 12.06 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Childrens Fund - Regular Plan | 142.41 | 2.17 | 8.81 | 17.85 | 15.01 | 12.64 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 120.28 | 2.16 | 6.99 | 14.68 | 10.24 | 0.0 |
| Union Childrens Fund - Regular Plan - Growth Option | 8.08 | 2.41 | 5.79 | 0.0 | 0.0 | 0.0 |
| Axis Childrens Fund - Lock in - Regular Growth | 93.19 | 2.28 | 4.82 | 11.34 | 9.44 | 10.18 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 93.19 | 2.28 | 4.82 | 11.34 | 9.44 | 10.18 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 13.18 | 1.24 | 3.73 | 12.36 | 11.19 | 11.27 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 117.99 | 2.22 | 3.51 | 13.69 | 12.18 | 13.06 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 504.65 | 1.83 | 3.01 | 22.91 | 27.38 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 10.65 | 15.06 | -0.71 | 3.2 | 11.51 | 15.57 | 2.66 | 13.36 | 10.58 | -0.27 |
| S&P BSE India Bond Index | 10.84 | 11.77 | 3.96 | 3.03 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
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