UTI Children's Hybrid Fund - Regular Plan

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Value Research Rating

Unrated

Analyst’s Choice

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Riskometer

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High

₹36.6072 0.08%

As on 21-May-2024

Returns

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Calculate SIP Returns of UTI Children's Hybrid Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of UTI Children's Hybrid Fund - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of UTI Children's Hybrid Fund - Regular Plan

Assets info

₹4,412 Cr

Exit Load (Days) info

--

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

500

Min. No of Cheques

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

  • If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.
  • If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for UTI Children's Hybrid Fund - Regular Plan

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 - Regular 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 - Regular Plan is ₹36.6072 as of 22-May-2024.

The AUM of UTI Children's Hybrid Fund - Regular Plan Fund is ₹4,412 Cr as of 30-Apr-2024

The riskometer level of UTI Children's Hybrid Fund - Regular Plan is High. See More

Company Percentage of Portfolio

GOI Sec 7.18 24/07/2037

12.74

GOI Sec 7.41 19/12/2036

8.62

HDFC Bank Ltd SR AB002 Debenture 7.97 17/02/2033

2.87

GOI Sec 7.18 14/08/2033

2.83

GOI Sec 7.30 19/06/2053

2.83
See More

As of 30-Apr-2024, UTI Children's Hybrid Fund - Regular Plan had invested 57.16% in Debt, 39.47% in Equity and 3.38% in Cash & Cash Eq. See More

UTI Children's Hybrid Fund - Regular Plan is 30 years 10 months old. It has delivered 10.20% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
15.20%
10.17%
9.85%
8.03%
9.81%
10.20%

No, There is no lock in period in UTI Children's Hybrid Fund - Regular Plan.

The expense ratio of UTI Children's Hybrid Fund - Regular Plan is 1.72.

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