Previously Known As : Uti Children's Career Fund - Savings Plan
Uti Children's Hybrid Fund Overview
Category Children s Fund
BMSMONEY Rank 9
BMSMONEY Rating
Gro. Opt. As On: 29-10-2024
NAV ₹38.99(R) +0.19% ₹39.81(D) +0.19%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 18.05% 9.02% 11.26% 8.23% 9.22%
LumpSum (D) 18.29% 9.25% 11.5% 8.45% 9.43%
SIP (R) 13.56% 12.2% 12.04% 10.56% 9.19%
SIP (D) 13.8% 12.43% 12.28% 10.79% 9.41%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.58 0.29 0.68 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
5.49% -4.64% -5.08% - 3.77%
Top Children s Fund
Fund Name Rank Rating
SBI Magnum Children's Benefit Fund - Investment Plan 1
Icici Prudential Child Care Fund (Gift Plan) 2
Tata Young Citizens Fund 3

NAV Date: 29-10-2024

Scheme Name NAV Rupee Change Percent Change
UTI Children's Hybrid Fund - Regular Plan 38.99
0.0700
0.1900%
UTI Children's Hybrid Fund - Direct Plan 39.81
0.0800
0.1900%

Review Date: 29-10-2024

UTI Children's Hybrid Fund has shown poor performance in the Children's Fund category. The fund has rank of 9 out of ten funds in the category. The fund has delivered return of 18.05% in 1 year, 9.02% in 3 years, 11.26% in 5 years and 9.22% in 10 years. The category average for the same periods is 28.3%, 13.08%, 15.06% and 11.74% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 5.49, VaR of -4.64, Average Drawdown of -2.04, Semi Deviation of 3.77 and Max Drawdown of -5.08. The category average for the same parameters is 9.97, -10.6, -4.25, 6.85 and -9.74 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 ₹11829.0 in 1 year, ₹13038.0 in 3 years and ₹17234.0 in 5 years as of today (29-10-2024).
  2. An SIP of ₹1,000 per month in UTI Children's Hybrid Fund direct growth option would have grown to ₹12879.0 in 1 year, ₹43357.0 in 3 years and ₹81689.0 in 5 years as of today (29-10-2024).
  3. standard deviation of 5.49 and based on VaR one can expect to lose more than -4.64% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.58 which shows good 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 % -2.62
-4.56
-6.31 | -0.76 2 | 11 Very Good
3M Return % 0.57
-1.03
-3.58 | 3.18 2 | 11 Very Good
6M Return % 7.75
10.31
6.03 | 18.62 10 | 11 Poor
1Y Return % 18.05
28.30
18.05 | 41.03 10 | 10 Poor
3Y Return % 9.02
13.08
7.19 | 21.73 9 | 10 Average
5Y Return % 11.26
15.06
11.26 | 18.76 9 | 9 Average
7Y Return % 8.23
11.49
8.23 | 14.22 8 | 8 Poor
10Y Return % 9.22
11.74
9.22 | 14.07 7 | 7 Poor
15Y Return % 6.73
11.20
6.73 | 16.27 7 | 7 Poor
1Y SIP Return % 13.56
17.76
1.56 | 34.57 9 | 10 Average
3Y SIP Return % 12.20
18.72
12.20 | 28.65 10 | 10 Poor
5Y SIP Return % 12.04
16.98
12.04 | 20.78 9 | 9 Average
7Y SIP Return % 10.56
14.77
10.56 | 17.94 8 | 8 Poor
10Y SIP Return % 9.19
12.86
9.19 | 15.49 7 | 7 Poor
15Y SIP Return % 8.46
12.31
8.46 | 15.68 7 | 7 Poor
Standard Deviation 5.49
9.97
4.43 | 12.81 2 | 10 Very Good
Semi Deviation 3.77
6.85
3.22 | 8.65 2 | 10 Very Good
Max Drawdown % -5.08
-9.74
-14.81 | -2.90 2 | 10 Very Good
VaR 1 Y % -4.64
-10.60
-14.43 | -3.65 2 | 10 Very Good
Average Drawdown % -2.04
-4.25
-8.54 | -1.51 3 | 10 Very Good
Sharpe Ratio 0.58
0.82
0.20 | 1.44 6 | 10 Good
Sterling Ratio 0.68
0.81
0.37 | 1.29 6 | 10 Good
Sortino Ratio 0.29
0.45
0.11 | 0.85 9 | 10 Average
Return data last Updated On : Oct. 29, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.60 -4.49 -6.23 | -0.74 2 | 11
3M Return % 0.63 -0.80 -3.46 | 3.27 2 | 11
6M Return % 7.86 10.82 6.42 | 19.31 10 | 11
1Y Return % 18.29 29.42 18.29 | 42.69 10 | 10
3Y Return % 9.25 14.09 8.71 | 23.28 9 | 10
5Y Return % 11.50 16.06 11.50 | 19.76 9 | 9
7Y Return % 8.45 12.40 8.45 | 15.22 8 | 8
10Y Return % 9.43 12.57 9.43 | 15.06 7 | 7
1Y SIP Return % 13.80 18.81 1.91 | 36.17 9 | 10
3Y SIP Return % 12.43 19.74 12.43 | 30.19 10 | 10
5Y SIP Return % 12.28 17.97 12.28 | 21.65 9 | 9
7Y SIP Return % 10.79 15.64 10.79 | 18.92 8 | 8
10Y SIP Return % 9.41 13.63 9.41 | 16.45 7 | 7
Standard Deviation 5.49 9.97 4.43 | 12.81 2 | 10
Semi Deviation 3.77 6.85 3.22 | 8.65 2 | 10
Max Drawdown % -5.08 -9.74 -14.81 | -2.90 2 | 10
VaR 1 Y % -4.64 -10.60 -14.43 | -3.65 2 | 10
Average Drawdown % -2.04 -4.25 -8.54 | -1.51 3 | 10
Sharpe Ratio 0.58 0.82 0.20 | 1.44 6 | 10
Sterling Ratio 0.68 0.81 0.37 | 1.29 6 | 10
Sortino Ratio 0.29 0.45 0.11 | 0.85 9 | 10
Return data last Updated On : Oct. 29, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.19 ₹ 10,019.00 0.19 ₹ 10,019.00
1W -0.30 ₹ 9,970.00 -0.29 ₹ 9,971.00
1M -2.62 ₹ 9,738.00 -2.60 ₹ 9,740.00
3M 0.57 ₹ 10,057.00 0.63 ₹ 10,063.00
6M 7.75 ₹ 10,775.00 7.86 ₹ 10,786.00
1Y 18.05 ₹ 11,805.00 18.29 ₹ 11,829.00
3Y 9.02 ₹ 12,957.00 9.25 ₹ 13,038.00
5Y 11.26 ₹ 17,049.00 11.50 ₹ 17,234.00
7Y 8.23 ₹ 17,391.00 8.45 ₹ 17,645.00
10Y 9.22 ₹ 24,166.00 9.43 ₹ 24,621.00
15Y 6.73 ₹ 26,573.00 ₹

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 13.56 ₹ 12,863.69 13.80 ₹ 12,878.76
3Y ₹ 36000 12.20 ₹ 43,210.26 12.43 ₹ 43,357.36
5Y ₹ 60000 12.04 ₹ 81,206.94 12.28 ₹ 81,688.74
7Y ₹ 84000 10.56 ₹ 122,383.21 10.79 ₹ 123,394.82
10Y ₹ 120000 9.19 ₹ 193,103.88 9.41 ₹ 195,335.88
15Y ₹ 180000 8.46 ₹ 353,164.68 ₹


Date Uti Children's Hybrid Fund NAV Regular Growth Uti Children's Hybrid Fund NAV Direct Growth
29-10-2024 38.9862 39.808
28-10-2024 38.913 39.7329
25-10-2024 38.9389 39.7587
24-10-2024 39.1417 39.9655
23-10-2024 39.1741 39.9984
22-10-2024 39.1032 39.9257
21-10-2024 39.2978 40.1242
18-10-2024 39.4453 40.2742
17-10-2024 39.4632 40.2922
16-10-2024 39.6699 40.503
15-10-2024 39.7172 40.551
14-10-2024 39.6679 40.5005
11-10-2024 39.6232 40.4541
10-10-2024 39.6511 40.4824
09-10-2024 39.6999 40.532
08-10-2024 39.5196 40.3477
07-10-2024 39.3069 40.1303
04-10-2024 39.5076 40.3345
03-10-2024 39.7476 40.5793
01-10-2024 40.0763 40.9144
30-09-2024 40.0334 40.8703

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.