UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 28.41 | 14.63 | 16.41 | 12.32 |
Average Rolling Returns(%) | 16.73 | 14.80 | 13.13 | 14.37 |
The Current NAV of UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan is ₹79.28.
It is better to invest in a fund with a longer track record as UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan fund’s expense ratio is 1.18%
The process for redemption is
The AUM of UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan is currently ₹946 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Infosys and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 42% of fund’s portfolio respectively.
Top three sectors of UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan fund are BFSI, IT and Auto accounting for 54% of the total portfolio.
Since this is a Solution Oriented - Children's Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan Fund is Solution Oriented - Children's Fund.
Vishal Chopda manages the UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan Fund.
UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan is Stocks : 97.64%, Debt : 2.38% and Gold : 0%
The minimum SIP amount for UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI Children’s Career Fund - Investment Plan - Growth - Direct Plan is Nil