Previously Known As : Uti Children's Career Fund - Savings Plan
Uti Children's Hybrid Fund Overview
Category Children s Fund
BMSMONEY Rank 10
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹38.85(R) -0.66% ₹39.69(D) -0.66%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 12.16% 9.42% 10.72% 7.96% 8.81%
LumpSum (D) 12.39% 9.65% 10.96% 8.18% 9.01%
SIP (R) -37.38% 6.0% 9.71% 9.46% 9.0%
SIP (D) -37.23% 6.24% 9.95% 9.7% 9.22%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.36 0.17 0.6 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
5.86% -6.74% -5.08% - 4.13%
Top Children s Fund
Fund Name Rank Rating
SBI Magnum Children's Benefit Fund - Investment Plan 1
Hdfc Children'S Gift Fund 2
Icici Prudential Child Care Fund (Gift Plan) 3

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
UTI Children's Hybrid Fund - Regular Plan 38.85
-0.2600
-0.6600%
UTI Children's Hybrid Fund - Direct Plan 39.69
-0.2600
-0.6600%

Review Date: 20-12-2024

UTI Children's Hybrid Fund has exhibited poor performance in the Children's Fund category. The fund has rank of 10 out of ten funds in the category. The fund has delivered return of 12.16% in 1 year, 9.42% in 3 years, 10.72% in 5 years and 8.81% in 10 years. The category average for the same periods is 20.03%, 14.36%, 14.54% and 11.31% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 5.86, VaR of -6.74, Average Drawdown of -2.55, Semi Deviation of 4.13 and Max Drawdown of -5.08. The category average for the same parameters is 10.39, -12.48, -4.32, 7.2 and -9.59 respectively. The fund has very low risk in the category.

Key Points:

  1. An investment of ₹10,000 in UTI Children's Hybrid Fund direct growth option would have grown to ₹11239.0 in 1 year, ₹13182.0 in 3 years and ₹16824.0 in 5 years as of today (20-12-2024).
  2. An SIP of ₹1,000 per month in UTI Children's Hybrid Fund direct growth option would have grown to ₹9410.0 in 1 year, ₹39579.0 in 3 years and ₹77092.0 in 5 years as of today (20-12-2024).
  3. standard deviation of 5.86 and based on VaR one can expect to lose more than -6.74% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.36 which shows average performance of fund in the children's fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.32
3.10
1.32 | 8.11 11 | 11 Poor
3M Return % -2.87
-4.05
-8.60 | 1.39 4 | 11 Good
6M Return % 2.54
4.18
-0.22 | 13.33 7 | 11 Average
1Y Return % 12.16
20.03
12.16 | 40.82 10 | 10 Poor
3Y Return % 9.42
14.36
7.59 | 24.90 9 | 10 Average
5Y Return % 10.72
14.54
10.72 | 18.37 9 | 9 Average
7Y Return % 7.96
11.14
7.96 | 13.96 8 | 8 Poor
10Y Return % 8.81
11.31
8.81 | 13.67 7 | 7 Poor
15Y Return % 6.46
10.87
6.46 | 15.87 7 | 7 Poor
1Y SIP Return % -37.38
-33.93
-38.48 | -19.39 9 | 10 Average
3Y SIP Return % 6.00
13.23
6.00 | 26.35 10 | 10 Poor
5Y SIP Return % 9.71
14.77
9.71 | 18.60 9 | 9 Average
7Y SIP Return % 9.46
13.93
9.46 | 17.16 8 | 8 Poor
10Y SIP Return % 9.00
12.84
9.00 | 15.55 7 | 7 Poor
15Y SIP Return % 8.35
12.28
8.35 | 15.57 7 | 7 Poor
Standard Deviation 5.86
10.39
4.32 | 13.57 2 | 10 Very Good
Semi Deviation 4.13
7.20
3.12 | 9.25 2 | 10 Very Good
Max Drawdown % -5.08
-9.59
-14.81 | -2.90 2 | 10 Very Good
VaR 1 Y % -6.74
-12.48
-17.53 | -3.65 2 | 10 Very Good
Average Drawdown % -2.55
-4.32
-6.81 | -1.16 3 | 10 Very Good
Sharpe Ratio 0.36
0.63
0.03 | 1.10 8 | 10 Average
Sterling Ratio 0.60
0.72
0.29 | 1.08 7 | 10 Average
Sortino Ratio 0.17
0.34
0.03 | 0.62 9 | 10 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.34 3.18 1.34 | 8.21 11 | 11
3M Return % -2.82 -3.83 -8.36 | 1.48 5 | 11
6M Return % 2.65 4.65 0.14 | 13.97 7 | 11
1Y Return % 12.39 21.07 12.39 | 42.47 10 | 10
3Y Return % 9.65 15.37 9.10 | 26.47 9 | 10
5Y Return % 10.96 15.54 10.96 | 19.37 9 | 9
7Y Return % 8.18 12.04 8.18 | 14.96 8 | 8
10Y Return % 9.01 12.13 9.01 | 14.66 7 | 7
1Y SIP Return % -37.23 -33.30 -38.12 | -18.37 9 | 10
3Y SIP Return % 6.24 14.28 6.24 | 27.94 10 | 10
5Y SIP Return % 9.95 15.78 9.95 | 19.65 9 | 9
7Y SIP Return % 9.70 14.81 9.70 | 18.16 8 | 8
10Y SIP Return % 9.22 13.63 9.22 | 16.53 7 | 7
Standard Deviation 5.86 10.39 4.32 | 13.57 2 | 10
Semi Deviation 4.13 7.20 3.12 | 9.25 2 | 10
Max Drawdown % -5.08 -9.59 -14.81 | -2.90 2 | 10
VaR 1 Y % -6.74 -12.48 -17.53 | -3.65 2 | 10
Average Drawdown % -2.55 -4.32 -6.81 | -1.16 3 | 10
Sharpe Ratio 0.36 0.63 0.03 | 1.10 8 | 10
Sterling Ratio 0.60 0.72 0.29 | 1.08 7 | 10
Sortino Ratio 0.17 0.34 0.03 | 0.62 9 | 10
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.66 ₹ 9,934.00 -0.66 ₹ 9,934.00
1W -1.71 ₹ 9,829.00 -1.71 ₹ 9,829.00
1M 1.32 ₹ 10,132.00 1.34 ₹ 10,134.00
3M -2.87 ₹ 9,713.00 -2.82 ₹ 9,718.00
6M 2.54 ₹ 10,254.00 2.65 ₹ 10,265.00
1Y 12.16 ₹ 11,216.00 12.39 ₹ 11,239.00
3Y 9.42 ₹ 13,101.00 9.65 ₹ 13,182.00
5Y 10.72 ₹ 16,643.00 10.96 ₹ 16,824.00
7Y 7.96 ₹ 17,091.00 8.18 ₹ 17,342.00
10Y 8.81 ₹ 23,258.00 9.01 ₹ 23,702.00
15Y 6.46 ₹ 25,565.00 ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -37.38 ₹ 9,399.26 -37.23 ₹ 9,410.32
3Y ₹ 36000 6.00 ₹ 39,436.70 6.24 ₹ 39,579.01
5Y ₹ 60000 9.71 ₹ 76,622.76 9.95 ₹ 77,092.20
7Y ₹ 84000 9.46 ₹ 117,679.04 9.70 ₹ 118,678.06
10Y ₹ 120000 9.00 ₹ 191,126.16 9.22 ₹ 193,402.20
15Y ₹ 180000 8.35 ₹ 349,965.72 ₹


Date Uti Children's Hybrid Fund NAV Regular Growth Uti Children's Hybrid Fund NAV Direct Growth
20-12-2024 38.8547 39.6856
19-12-2024 39.1137 39.9498
18-12-2024 39.2768 40.1162
17-12-2024 39.3591 40.2
16-12-2024 39.565 40.4101
13-12-2024 39.5303 40.374
12-12-2024 39.4489 40.2906
11-12-2024 39.5173 40.3602
10-12-2024 39.4986 40.3409
09-12-2024 39.4456 40.2866
06-12-2024 39.441 40.2811
05-12-2024 39.5059 40.3472
04-12-2024 39.3884 40.2269
03-12-2024 39.2923 40.1285
02-12-2024 39.1809 40.0146
29-11-2024 39.0142 39.8436
28-11-2024 38.8719 39.6981
27-11-2024 38.9977 39.8263
26-11-2024 38.8844 39.7104
25-11-2024 38.8209 39.6453
22-11-2024 38.6115 39.4308
21-11-2024 38.3478 39.1613

Fund Launch Date: 12/Jul/1993
Fund Category: Children s Fund
Investment Objective: The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Description: An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority(whichever is earlier
Fund Benchmark: CRISIL Short Term Debt Hybrid 60+40 Fund Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.