UTI-Childrens Career Balanced Plan (Hybrid, Debt-oriented)

Moderately High
24 yrs 7 monthsStarted on:12 Jul 1993
₹ 3846.93 Cras on: 17 Jan 2018
Medium Horizon
1.80%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An open-ended debt oriented fund with investment in Debt/G-Sec of minimum 60% and a maximum of 40% in Equity. Investment can be made in the name of the children upto age of 15 years so as to provide them, after they attain the age of 18 years, a means to receive scholarship to meet the cost of higher education and/or to help them in setting up a profession, practice or business or enabling them to set up a home or finance the cost of other social obligation.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.60
1 Month1.96
3 Month3.65
1 YR14.13
2 YR14.62
3 YR10.10

SIP Returns

TenureReturns (CAGR)
1 YR12.57
2 YR13.38
3 YR12.01
5 YR13.64
10 YR12.55

Portfolio

Company Name% Assets
Religare Finvest Ltd 18/05/2018 10.45%3.88
Reliance Ports and Terminals Ltd 28/10/2026 7.95%3.57
GOI 15/05/2027 6.79%2.51
HDFC Bank Ltd.2.48
SREI Equipment Finance Pvt. Ltd. 11/05/2018 10.20%2.08
Business Broadcast News Holdings Ltd. 11/09/2020 9.50%1.96
GOI 17/09/2031 6.68%1.7
GOI 07/01/2036 8.33%1.66
Jorabat Shillong Expressway Ltd. 31/01/2030 8.30%1.51
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%1.51

Top Sectoral Holdings

Sector Name% Assets
Financial10.17
Automobile6.18
Construction5.27
Healthcare3.64
FMCG3.05
Technology2.82
Services2.27
Chemicals2
Energy1.58
Engineering0.97

Indicators

LabelValue
Standard Deviation5.81%
Beta1%
Sharpe Ratio1.03

Amandeep Singh Chopra,Kaushik Basu

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr. Basu is a B.Com (H), CAIIB, ICWA and LLB degree.
He has been with associated with UTI AMC for over two decades. He has been associated with UTI AMC for over a decade.
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