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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
UTI Children's Equity Fund - Direct Plan
|
Very High
|
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1.21 |
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|
Very High
|
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0.63 |
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|
Very High
|
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0.70 |
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|
Very High
|
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0.73 |
||||
|
Very High
|
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0.63 |
₹1,135 Cr
--
1,000
--
500
6
About UTI Children's Equity Fund - Direct Plan
UTI Children's Equity Fund - Direct Plan is a equity mutual fund scheme of UTI Mutual Fund. Launched on January 01, 2013, it is currently managed by Sachin Trivedi. The fund has an expense ratio of 1.21% with an overall AUM (Assets Under Management) of ₹1,135 Cr.
UTI Children's Equity Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a children's fund, it carries a lock-in of 5 years or till the child attains the age of maturity, whichever is earlier. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.
Suitability
Flexi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
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
3 min read•By Agnisheik Chatterji and Karan Jaiswal
1 min read•By News Desk
1 min read•By Value Research
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Children's Equity Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Children's Equity Fund - Direct Plan can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of UTI Children's Equity Fund - Direct Plan, is ₹87.1949 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
8.78
|
|
|
7.26
|
|
|
4.39
|
|
|
4.07
|
|
|
3.91
|
Over the past five years, UTI Children's Equity Fund - Direct Plan has delivered an annualised return of 10.98% as of 19-Mar-2026.
The minimum investment required to start investing in UTI Children's Equity Fund - Direct Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.