UTI-Children's Equity Fund - (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of UTI-Children's Equity Fund - (G) (1833) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI-Children's Equity Fund - (G)
UTI Asset Management Company Ltd
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
UTI-Children's Equity Fund - (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 3.36% over the 3Y period.
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Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.93% |
| ICICI Bank Ltd | Banks | 8.61% |
| Net CA & Others | Debt Others | 6.17% |
| Infosys Ltd | IT - Software | 4.88% |
| Bharti Airtel Ltd | Telecom-Service | 4.71% |
| Reliance Industries Ltd | Refineries | 3.78% |
| Bajaj Finance Ltd | Finance | 3.47% |
| Axis Bank Ltd | Banks | 2.71% |
| Avenue Supermarts Ltd | Retail | 2.49% |
| Maruti Suzuki India Ltd | Automobile | 2.38% |
Sector Breakdown
Compare against Childrens Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Childrens Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Childrens Fund category
UTI-Children's Equity Fund - (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Children's Fund - Direct | ₹363.55 | 17.87% | 3.59% | 19.24% |
| ICICI Pru Children's Fund - Regular | ₹330.10 | 17.44% | 2.86% | 18.37% |
| HDFC Children's Fund - Direct (G) | ₹327.54 | 11.21% | -0.23% | 15.65% |
| HDFC Children's Fund - Regular (G) | ₹294.75 | 10.75% | -1.05% | 14.69% |
| SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | ₹120.03 | 5.84% | 4.12% | 12.72% |
| SBI Magnum Children's Benefit Fund - Savings Plan (G) | ₹110.01 | 5.64% | 3.74% | 12.33% |
| UTI-Children's Equity Fund - Direct (IDCW) | ₹95.95 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (G) | ₹95.79 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (Scholarship) | ₹95.79 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - (IDCW) | ₹86.02 | 13.30% | -5.17% | 12.00% |
Category Average Returns
Sachin Trivedi
A seasoned investment professional with over 22 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.