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UTI Children's Equity Fund - Regular Plan - Growth Option
★★★★★ monitor_heart Health Score: 52/100 · AverageUTI Mutual Fund · Solution Oriented · Childrens Fund
₹80.04
AUM: ₹1,087 Cr
NAV updated about 2 months ago
Plan
Regular
Option
Growth
Risk
—
Expense Ratio
1.32%
Exit Load
Nil
Fund Manager
Kaushik Basu
Inception
Jan 2013
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-1.15
Std Dev (1Y)
12.94%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.21%
3m
-0.84%
6m
-8.26%
1y
-7.5%
3y
+9.75%
5y
+9.27%
10y
+12.37%
since inception
+10.38%
rate_review TopFund's Take on UTI Children's Equity Fund - Regular Plan - Growth Option
UTI Children's Equity Fund - Regular Plan - Growth Option sits in the middle of the pack for Childrens Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
Cost: At 1.32%, the expense ratio is roughly in line with the Childrens Fund category average of 1.4% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.15 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 12.94% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Solution Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about UTI Children's Equity Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of UTI Children's Equity Fund - Regular Plan - Growth Option is ₹80.04. NAV is updated every business day after market close by AMFI.
1Y: -7.5% · 3Y CAGR: 9.75% · 5Y CAGR: 9.27%
The expense ratio is 1.32% per annum — the annual fee deducted from your investment to cover fund management costs.
UTI Children's Equity Fund - Regular Plan - Growth Option is managed by Kaushik Basu at UTI Mutual Fund.
UTI Children's Equity Fund - Regular Plan - Growth Option is a moderate risk fund. Suitable for investors with a moderate risk appetite.
UTI Children's Equity Fund - Regular Plan - Growth Option is a Childrens Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of UTI Children's Equity Fund - Regular Plan - Growth Option is ₹1,087 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.