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

Moderately High
24 yrs 9 monthsStarted on:12 Jul 1993
₹ 3765.15 Cras on: 21 Mar 2018
Medium Horizon
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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TenureReturns (CAGR)
1 YR8.45
2 YR12.61
3 YR8.83

SIP Returns

TenureReturns (CAGR)
1 YR4.07
2 YR8.5
3 YR9.44
5 YR11.82
10 YR11.84


Company Name% Assets
Religare Finvest Ltd 18/05/2018 10.45%3.95
Reliance Ports and Terminals Ltd 28/10/2026 7.95%3.53
HDFC Bank Ltd.2.55
GOI 15/05/2027 6.79%2.47
SREI Equipment Finance Pvt. Ltd. 11/05/2018 10.20%2.12
GOI 08/01/2028 7.17%1.66
GOI 07/01/2036 8.33%1.64
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%1.52
Infosys Ltd.1.51
Cholamandalam Investment & Finance Co. Ltd.1.49

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation5.7%
Sharpe Ratio1

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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