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UTI Childrens Career Balanced Plan

PLAN: Regular OPTIONS: Growth
More Plan & Options
17.534 0.03 (0.16%)

NAV as on 28 Jan, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on 28 Jan, 2015)

Period Returns (%) Rank #
1 mth 4.2 6
3 mth 8.7 2
6 mth 15.9 3
1 year 37.1 6
2 year 19.8 5
3 year 18.1 3
5 year 13.0 2

# Moneycontrol Rank within 37 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.4 10.5 5.4 6.2 -
2013 -1.6 2.1 -2.6 7.4 5.8
2012 7.6 0.4 5.4 3.2 18.8
2011 -0.5 -9.0 -1.7 -1.8 -4.3
2010 1.3 2.1 6.0 -0.2 10.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.2 8.7 15.9 37.1 19.8 18.1 13.0
Category avg 2.4 4.7 7.9 17.2 9.3 7.8 3.7
Difference of Fund returns and Category returns 1.8 4.0 8.0 19.9 10.5 10.3 9.3
Best of category 5.4 8.7 25.6 38.4 24.1 19.9 14.9
Worst of category -1.2 0.5 0.9 2.9 2.2 4.1 6.7

Investment Info

Investment Objective

Funds collected under the Plan will be invested in equities convertible and non convertible debentures/ bonds of companies/corporates etc and other capital and money market instruments subject to the condition that (i) not less than 60% of the funds will be invested in debt instruments of low to medium risk profile having a rating of A+ and above or equivalent at the time of investment and (ii) not more than 40% of the funds in equities and equity related instruments. The risk profile of equity investments could be high.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 12, 1993
Benchmark CRISIL Debt Hybrid
Asset Size (Rs cr) 3,318.79 (Dec-31-2014)
Minimum Investment Rs.1000
Last Dividend N.A.
Bonus 1:10 (Sep-01-2014)
Fund Manager Amandeep Chopra / Anoop Bhaskar / Kaushik Basu
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit Load of 3% if exited < 2 years, 2% if exited >=2 years & < 4 years, 1% if exited >=4 years & < 5 year.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Debt Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Childrens Career Balanced Not Ranked
3,318.79 8.7 15.9 37.1 18.1 13.0
Axis Triple Advantage Fund (G) Not Ranked
489.82 7.8 11.6 23.4 12.4 --
UTI CRTS 81(G) Not Ranked
377.71 5.4 9.8 25.3 15.7 12.6
UTI Mahila Unit Scheme (G) Not Ranked
195.35 6.6 11.1 26.2 12.7 9.1
HDFC Debt-Cancer Cure 2014-50% - DP Not Ranked
0.00 2.8 0.9 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
MRF Automotive 78.32 2.36
Infosys Technology 72.35 2.18
Bosch Automotive 69.03 2.08
TCS Technology 59.74 1.80
Shree Cements Cement 59.41 1.79
Eicher Motors Automotive 57.08 1.72
Pfizer Pharmaceuticals 55.76 1.68
UltraTechCement Cement 54.76 1.65
Axis Bank Banking/Finance 51.11 1.54
Ramco Cements Cement 46.46 1.40

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Automotive 10.10 10.10 7.11
Cement 5.13 5.13 3.81
Pharmaceuticals 4.46 4.50 3.91
Technology 4.22 4.82 3.70
Banking/Finance 4.20 5.02 3.64
Miscellaneous 3.23 3.33 2.47

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 39.59
Others 0.00
Debt 37.83
Mutual Funds 0.01
Money Market 19.96
Cash / Call 2.53

View All

Concentration

Holdings (%)
Top 5 10.21
Top 10 18.20
Sector (%)
Top 3 19.69

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