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UTI Childrens Equity Fund - Regular Plan - Growth Option
Category: Childrens Fund
Launch Date: 17-02-2004
AUM:
₹ 1,096.05 Cr
Expense Ratio
2.16%
Benchmark
NIFTY 500 TRI
ISIN
INF123BSE147
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Sachin Trivedi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Childrens Equity Fund - Regular Plan - Growth Option | -5.46 | 10.1 | 9.82 |
| NIFTY 500 TRI | -0.14 | 14.26 | 13.68 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
78.9215
Last change
-0.07 (-0.094%)
Fund Size (AUM)
₹ 1,096.05 Cr
Performance
9.73% (Inception)
Investment Objective
Investment can be made in the name of the children upto the 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 Manager
Mr. Sachin Trivedi
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.13 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.13 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.67 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.67 |
| INFOSYS LIMITED EQ FV RS 5 | 4.23 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.89 |
| Bajaj Finance Limited | 3.48 |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | 3.38 |
| MARUTI SUZUKI INDIA LIMITED EQ | 2.95 |
| NET CURRENT ASSETS | 2.26 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.26 |
| Information Technology | 9.49 |
| Automobile and Auto Components | 6.92 |
| Oil, Gas & Consumable Fuels | 6.21 |
| Consumer Services | 5.83 |
| Consumer Durables | 5.72 |
| Healthcare | 5.71 |
| Telecommunication | 4.67 |
| Fast Moving Consumer Goods | 3.93 |
| Metals & Mining | 3.38 |