UTI Children’s Career Fund - Savings Plan - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 15.71 | 10.15 | 9.7 | 8.31 |
Average Rolling Returns(%) | 10.83 | 9.98 | 8.75 | 10.04 |
The Current NAV of UTI Children’s Career Fund - Savings Plan - Direct Plan is ₹36.40.
It is better to invest in a fund with a longer track record as UTI Children’s Career Fund - Savings Plan - 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 - Savings Plan - Direct Plan fund’s expense ratio is 1.51%
The process for redemption is
The AUM of UTI Children’s Career Fund - Savings Plan - Direct Plan is currently ₹4,357 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Infosys and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 17% of fund’s portfolio respectively.
Top three sectors of UTI Children’s Career Fund - Savings Plan - Direct Plan fund are Others, BFSI and IT accounting for 73% 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 - Savings Plan - Direct Plan Fund is Solution Oriented - Children's Fund.
Vishal Chopda and Sunil Patil manage the UTI Children’s Career Fund - Savings Plan - Direct Plan Fund.
UTI Children’s Career Fund - Savings Plan - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of UTI Children’s Career Fund - Savings Plan - Direct Plan is Stocks : 38.99%, Debt : 60.98% and Gold : 0%
The minimum SIP amount for UTI Children’s Career Fund - Savings Plan - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI Children’s Career Fund - Savings Plan - Direct Plan is Nil