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Home Mf Research Uti Childrens Equity Fund Regular Plan Growth
UTI MUTUAL FUND

Mutual Fund Research

UTI Childrens Equity Fund - Regular Plan - Growth

UTI MUTUAL FUND Solution Oriented Solution Oriented Children

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,034.60 +3.46%
Two Week 2026-10-19 ₹1,000.00 ₹1,023.90 +2.39%
One Month 2026-10-05 ₹1,000.00 ₹1,035.48 +3.55%
Three Months 2026-08-05 ₹3,000.00 ₹2,959.88 -1.34%
Six Months 2026-05-07 ₹6,000.00 ₹5,918.27 -1.36%
One Year 2025-11-03 ₹12,000.00 ₹11,673.87 -2.72%
Three Year 2023-11-06 ₹36,000.00 ₹35,425.17 -1.60%
Five Year 2021-11-08 ₹60,000.00 ₹67,328.55 +12.21%
Ten Year 2016-11-07 ₹120,000.00 ₹195,509.95 +62.92%
Since Inception 2004-01-19 ₹278,000.00 ₹1,073,469.83 +286.14%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 24.67%
IT - Software 7.94%
Consumer Durables 5.83%
Automobiles 5.68%
Other 5.53%
Finance 5.08%
Telecom - Services 4.38%
Petroleum Products 4.10%
Retailing 3.99%
Healthcare Services 3.34%
Pharmaceuticals & Biotechnology 3.12%
Realty 2.73%
Cement & Cement Products 2.47%
Insurance 2.20%
Industrial Products 2.04%
Construction 1.76%
Ferrous Metals 1.69%
Leisure Services 1.63%
Power 1.63%
Food Products 1.43%
Auto Components 1.32%
Agricultural Food & Other Products 1.23%
Consumable Fuels 0.82%
Aerospace & Defense 0.78%
Non - Ferrous Metals 0.78%
Personal Products 0.71%
Metals & Minerals Trading 0.62%
Fertilizers & Agrochemicals 0.56%
Financial Technology (Fintech) 0.54%
Gas 0.43%
Transport Services 0.40%
Entertainment 0.27%
Oil 0.27%

Top Holdings

Company-wise portfolio exposure

NET CURRENT ASSETS 4.84%
EQ - HDFC BANK LIMITED 7.65%
EQ - ICICI BANK LTD 7.43%
EQ - BHARTI AIRTEL LTD. 4.38%
EQ - BAJAJ FINANCE LTD. 3.96%
EQ - RELIANCE INDUSTRIES LTD. 3.92%
EQ - AXIS BANK LTD. 3.89%
EQ - INFOSYS LTD. 3.10%
EQ - KOTAK MAHINDRA BANK LTD. 2.73%
EQ - MARUTI SUZUKI INDIA LTD. 2.72%
EQ - ETERNAL LIMITED 2.61%
EQ - AJANTA PHARMA LTD. 2.32%
EQ - STATE BANK OF INDIA 1.99%
EQ - PHOENIX MILLS LTD 1.81%
EQ - LARSEN & TOUBRO LTD. 1.76%
EQ - TECH MAHINDRA LTD. 1.73%
EQ - NESTLE INDIA LTD. 1.43%
EQ - JSW STEEL LTD. 1.42%
EQ - ICICI LOMBARD GENERAL INSURANC 1.41%
EQ - SHREE CEMENT LTD. 1.39%
EQ - MAHINDRA & MAHINDRA LTD. 1.36%
EQ - POLYCAB INDIA LTD 1.35%
EQ - SAMVARDHANA MOTHERSON INTL LTD 1.32%
EQ - TITAN COMPANY LTD. 1.29%
EQ - COFORGE LTD 1.17%
EQ - LTM Limited 1.11%
EQ - CROMPTON GREAVES CONSUMER ELEC 1.11%
EQ - ULTRATECH CEMENT LTD. 1.08%
EQ - DR LAL PATHLABS LTD. 1.08%
EQ - UJJIVAN SMALL FINANCE BANK LTD 0.98%
EQ - EICHER MOTORS LTD 0.98%
EQ - ASTER DM QUALITY CARE LIMITED 0.95%
EQ- GLOBAL HEALTH LTD. 0.95%
EQ - TATA CONSUMER PRODUCTS LTD 0.93%
EQ - OBEROI REALTY LIMITED 0.92%
EQ - JUBILANT FOODWORKS LTD. 0.92%
EQ - KAJARIA CERAMICS LTD. 0.91%
EQ - NTPC LTD. 0.87%
EQ - TATA CONSULTANCY SERVICES LTD. 0.83%
EQ - COAL INDIA LTD. 0.82%
EQ - DR REDDYS LABORATORIES LTD. 0.80%
EQ - HDFC LIFE INSURANCE COMPANY LI 0.79%
EQ - BHARAT ELECTRONICS LTD. 0.78%
EQ - VEDANTA ALUMINIUM METAL LTD. 0.78%
EQ - POWER GRID CORPORATION OF INDI 0.76%
EQ - UNITED FOODBRANDS LTD 0.71%
EQ - METRO BRANDS LTD 0.71%
EQ - GODREJ CONSUMER PRODUCTS LTD 0.71%
EQ - SWIGGY LTD 0.69%
EQ - ASTRAL LTD. 0.69%
EQ - CHOLAMANDALAM INVESTMENT & FIN 0.68%
EQ - ASIAN PAINTS (INDIA) LTD. 0.67%
EQ - BLUE STAR LIMITED 0.63%
EQ - HERO MOTOCORP LTD. 0.62%
EQ - ADANI ENTERPRISES LTD. 0.62%
EQ - P I INDUSTRIES LTD 0.56%
EQ - PB FINTECH LTD 0.54%
EQ - HAVELLS INDIA LTD. 0.51%
EQ - AVENUE SUPERMARTS LTD. 0.50%
EQ - TATA CAPITAL LTD 0.44%
EQ - CONTAINER CORP. OF INDIA LTD 0.40%
EQ - GUJARAT ENERGY LIMITED 0.36%
EQ - SYNGENE INTERNATIONAL LTD. 0.36%
EQ - MARICO LTD 0.30%
EQ - TATA STEEL LTD. 0.27%
EQ - TIPS MUSIC LIMITED 0.27%
EQ - OIL & NATURAL GAS CORPORATION 0.27%
EQ - TRENT LIMITED 0.19%
EQ - BHARAT PETROLEUM CORPN LTD. 0.18%
EQ - GSPL Transmission Limited 0.07%
CLEARING CORPORATION OF INDIA LTD. STD - MARGIN 0.03%
INVIT - INDUS INFRA TRUST 0.66%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
12.70%
Return volatility
β
Beta
0.86
Benchmark sensitivity
S
Sharpe Ratio
0.22
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
0.003 Yrs
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
SBI Childrens Fund - Savings Plan - Regular Plan - Growth 7.05% 10.38% 10.48%
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 6.83% 18.87% 28.98%
LIC MF Childrens Fund - Regular Plan - Growth -1.39% 7.35% 4.70%
HDFC Childrens Fund - Regular Plan -1.87% 8.15% 14.07%
Axis Childrens Fund - Compulsory Lock-In - Regular Plan - Growth -2.87% 8.28% 9.13%
Absl Bal Bhavishya Yojna - Regular Plan - Growth -3.08% 9.05% 9.26%
Baroda Bnp Paribas Childrens Fund - Regular Plan - Growth -3.19% 0.00% 3.50%
Union Childrens Fund - Regular Plan - Growth -5.09% 0.00% 6.95%
Axis Childrens Fund - No Lock-In - Regular Plan - Growth -5.51% 7.43% 8.85%
HDFC Childrens Fund (Lock-In) - Regular Plan -5.67% 7.11% 13.86%

Returns are historical and do not guarantee future performance.

View All Solution Oriented Children Funds

Fund Family

Compare schemes from UTI MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
UTI Silver Exchange Traded Fund - Regular Plan - Growth 19.57% 34.72% 26.75%
UTI Silver ETF Fund Of Fund - Regular Plan - Growth 19.52% 34.07% 25.99%
UTI Healthcare Fund - Regular Plan - IDCW Payout 13.60% 22.06% 11.29%
UTI Healthcare Fund - Regular Plan - IDCW Reinvestment 13.60% 0.00% 9.77%
UTI Healthcare Fund - Regular Plan - Growth 13.60% 22.06% 12.37%
UTI Gold ETF Fund Of Fund - Regular Plan - Growth 12.49% 29.52% 26.62%
UTI Gold Exchange Traded Fund - Regular Plan - Growth 12.48% 29.94% -10.21%
UTI Money Market Fund - Regular Plan - Annual IDCW Payout 6.28% 7.19% 5.86%
UTI Money Market Fund - Regular Plan - Annual IDCW Reinvestment 6.28% 0.00% 6.17%
UTI Money Market Fund - Regular Plan - Half Yearly IDCW Payout 6.28% 7.20% 5.36%

Returns are historical and do not guarantee future performance.

View All UTI MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.25%
Expense Ratio (Direct)
1.38%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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