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Value Research Rating
Analyst’s Choice
Riskometer
High
₹40.3345 -0.60%
As on 04-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
UTI Children's Hybrid Fund - Direct Plan
|
|
High
|
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1.51 |
||
|
|
High
|
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1.02 |
|||
|
|
Very High
|
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0.43 |
|||
|
|
Moderately High
|
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1.49 |
₹4,669 Cr
--
1,000
--
500
6
Investment Strategy
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.
Suitability
"When you invest for five years or more, you can expect gains that beat the inflation rate as well as the returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Balanced hybrid funds invest roughly half your money in equity shares and the rest in bonds. Their returns are lower than pure equity funds which invest all your money in shares, but they also fall less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other balanced hybrid fund, if you need to redeem your investment in less than five years."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By Value Research
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.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Children's Hybrid Fund - Direct Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Children's Hybrid Fund - Direct Plan is ₹40.3345 as of 05-Oct-2024.
The AUM of UTI Children's Hybrid Fund - Direct Plan Fund is ₹4,669 Cr as of 31-Aug-2024
The riskometer level of UTI Children's Hybrid Fund - Direct Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 24/07/2037 |
10.18
|
|
GOI Sec 7.41 19/12/2036 |
8.35
|
|
GOI Sec 7.10 08/04/2034 |
6.64
|
|
GOI Sec 7.23 15/04/2039 |
5.18
|
|
GOI Sec 7.32 13/11/2030 |
4.72
|
As of 31-Aug-2024, UTI Children's Hybrid Fund - Direct Plan had invested 55.95% in Debt, 39.44% in Equity and 4.61% in Cash & Cash Eq. See More
UTI Children's Hybrid Fund - Direct Plan is 11 years 9 months old. It has delivered 10.67% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
18.88%
|
9.89%
|
12.32%
|
8.94%
|
9.71%
|
10.67%
|
No, There is no lock in period in UTI Children's Hybrid Fund - Direct Plan.
The expense ratio of UTI Children's Hybrid Fund - Direct Plan is 1.51.
