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

Moderately High
24 yrs 11 monthsStarted on:12 Jul 1993
₹ 3804.02 Cras on: 22 May 2018
Medium Horizon
1.83%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.01
1 YR6.81
2 YR11.44
3 YR9.18

SIP Returns

TenureReturns (CAGR)
1 YR3.29
2 YR7.33
3 YR9.04
5 YR11.31
10 YR11.72

Portfolio

Company Name% Assets
Religare Finvest Ltd 18/05/2018 10.45%3.94
Sikka Ports and Terminals Ltd. 28/10/2026 7.95%3.52
HDFC Bank Ltd.2.61
GOI 15/05/2027 6.79%2.45
SREI Equipment Finance Pvt. Ltd. 11/05/2018 10.20%2.1
Cholamandalam Investment & Finance Co. Ltd.1.75
GOI 07/01/2036 8.33%1.63
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%1.59
Infosys Ltd.1.52
Tata Consultancy Services Ltd.1.49

Top Sectoral Holdings

Sector Name% Assets
Financial11.04
Automobile5.9
Construction5.17
Healthcare3.57
Technology3.49
FMCG2.81
Services2.26
Chemicals1.84
Energy1.62
Engineering0.89

Indicators

LabelValue
Standard Deviation5.56%
Beta0.97%
Sharpe Ratio1.04

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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