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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
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View Historic Graph From To

Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	3.9	15
3 mth	3.6	5
6 mth	6.7	7
1 year	15.9	11
2 year	9.4	5
3 year	8.3	6
5 year	8.2	4

# Moneycontrol Rank within Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-1.6	-	-	-	-
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
2009	-2.0	15.4	8.3	-0.2	28.0
2008	-10.3	-5.4	-0.1	-2.5	-18.5

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Equity 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	3.9	3.6	6.7	15.9	9.4	8.3	8.2
Category avg	4.8	2.2	5.3	17.0	6.5	4.6	3.7
Difference of Fund returns and Category returns	-0.9	1.4	1.4	-1.1	2.9	3.7	4.5
Best of category	7.2	4.5	9.2	21.9	11.9	12.9	12.9
Worst of category	3.0	-1.7	-1.6	10.4	1.2	0.5	-5.9

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)	2,910.78 (Mar-30-2013)
Minimum Investment	Rs.1000
Last Dividend	N.A.
Bonus	1:10 (Jun-20-2012)
Fund Manager	Amandeep Chopra / Anoop Bhaskar 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

Equity Oriented Hybrid Speciality Funds	Crisil Rank	Assets (Rs.cr)
Equity Oriented Hybrid Speciality Funds	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
UTI Childrens Career Balanced	Not Ranked	2,910.78	3.6	6.7	15.9	8.3	8.2
UTI Retirement Benefit Pension	Not Ranked	937.24	3.2	6.4	15.2	6.5	8.1
HDFC Childrens Gift (Inv)	Not Ranked	357.92	3.2	7.2	16.8	12.9	12.9
UTI Wealth Builder Sr-2 RP (G)	Not Ranked	589.43	-1.3	-1.6	10.4	9.6	--
ICICI Pru CCP - Gift Plan	Not Ranked	194.48	-1.7	-1.6	15.4	3.4	4.2
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Debt	Rating	Value (Rs cr)	Asset %
NCDR SHRIRAM TRANSPORT FINANCE CO.LTD.	CARE-AA+	123.18	4.28
NCD TATA MOTORS LTD.	CRISIL-AAA(SO)	88.76	3.09
NCD SHRIRAM EQUIPMENT FINANCE CO LTD	CRISIL-AA	71.07	2.47
DDB INDIABULLS HOUSING FINANCE LTD.	ICRA-AA	70.08	2.44
AXIS BANK LTD.		66.50	2.31
NCD TATA POWER COMPANY LTD.	CARE-AA	63.50	2.21
NCD RURAL ELECTRIFICATION CORPORATION LTD.	CRISIL-AAA	51.27	1.78
ITC LTD.		49.33	1.71
NCD INDIABULLS HOUSING FINANCE LTD.	ICRA-AA	45.91	1.60
RELIANCE INDUSTRIES LTD.		45.67	1.59