Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Debt Oriented Hybrid Speciality Funds > UTI Mutual Fund > UTI Childrens Career Balanced Plan

UTI Childrens Career Balanced Plan

PLAN: Regular OPTIONS: Growth
More Plan & Options
22.979 0 (0.01%)

NAV as on 20 Apr, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) 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 20 Apr, 2018)

Period Returns (%) Rank #
1 mth 2.1 10
3 mth -0.2 22
6 mth 3.6 6
1 year 8.8 6
2 year 12.2 5
3 year 9.7 6
5 year 13.7 6

# Moneycontrol Rank within 24 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.3 2.1 1.5 4.0 14.7
2016 -0.5 5.7 5.7 -1.8 10.4
2015 3.2 -0.4 1.5 0.7 6.3
2014 5.4 10.5 5.4 6.2 30.6
2013 -1.6 2.1 -2.6 7.4 5.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 2.1 -0.2 3.6 8.8 12.2 9.7 13.7
Category avg 2.2 0.4 2.6 8.1 9.1 7.4 9.0
Difference of Fund returns and Category returns -0.1 -0.6 1.0 0.7 3.1 2.3 4.7
Best of category 3.6 1.6 6.9 17.0 18.9 15.4 16.8
Worst of category 0.6 -1.2 -1.8 2.5 2.4 3.4 3.9

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) 3,749.24 (Mar-31-2018)
Minimum Investment Rs.1000
Last Dividend N.A.
Bonus 1:10 (Sep-01-2014)
Fund Manager Amandeep Chopra / 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
3,749.24 -0.2 3.6 8.8 9.7 13.7
UTI CRTS 81(G) Not Ranked
650.85 0.4 2.9 7.9 8.4 11.0
UTI Smart Woman Savings Plan (G) Not Ranked
376.31 0.3 1.7 7.6 8.0 10.3
Axis Triple Advantage Fund (G) Not Ranked
297.85 0.4 4.4 11.4 7.4 9.5
Reliance RF -Income Generation (G) Not Ranked
196.95 -1.2 -1.8 4.4 6.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Debt Rating Value
(Rs cr)
Asset %
NCD RELIGARE FINVEST LTD. FITCH-BBB 149.22 3.98
NCD RELIANCE PORTS & TERMINALS LTD. CRISIL-AAA 137.60 3.67
HDFC BANK LTD. 96.36 2.57
NCD SREI EQUIPMENT FINANCE LTD. CARE-AA- 79.86 2.13
NCD NATIONAL HIGHWAYS AUTHORITY OF INDIA CRISIL-AAA 73.49 1.96
NCD RELIANCE UTILITIES & POWER PVT LTD. CRISIL-AAA 61.49 1.64
NCD JORABAT SHILLONG EXPRESSWAY LIMITED CARE-AAA(SO) 57.74 1.54
CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD 55.49 1.48
INFOSYS LTD. 54.74 1.46
NCD Mahindra & Mahindra Financial Services CARE-AAA 51.36 1.37

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 8.17 0.00 0.00
Automotive 5.17 0.00 0.00
Pharmaceuticals 3.65 0.00 0.00
Cement 3.17 0.00 0.00
Technology 3.09 0.00 0.00
Miscellaneous 3.06 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 38.67
Others 0.00
Debt 48.09
Mutual Funds 0.95
Money Market 7.80
Cash / Call 4.45

View All

Concentration

Holdings (%)
Top 5 14.31
Top 10 21.80
Sector (%)
Top 3 16.99

News & Videos

News

Messages & Community

Sections
Follow us on
Available On