UTI Children's Equity Fund Scholarship
Get the latest NAV of UTI Children's Equity Fund Scholarship. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹85.62
▲0.5%1D
NAV as on 16 Mar 2026
12.55%/per year
Since Inception
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UTI Children's Equity Fund Scholarship Performance vs. Hybrid Equity Index
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has outperformed the benchmark (Hybrid Equity Index) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
UTI Children's Equity Fund Scholarship Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Children's Equity Fund Scholarship Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
UTI Children's Equity Fund Scholarship Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Tech
Financial Services
34%
Consumer Cyclical
14%
Tech
9%
Financial Services
33%
Consumer Cyclical
14%
Tech
12%
UTI Children's Equity Fund Scholarship Holdings Details
as on (28-Feb-26)
UTI Children's Equity Fund Scholarship Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.2% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1135 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | 5 Years |
TurnOver | 27.29% |
| Risk |   Very High Risk |
About UTI Children's Equity Fund Scholarship
UTI Children's Equity Fund Scholarship is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sachin Trivedi. This fund gives you the benefit of diversification.
Key Parameters
- UTI Children's Equity Fund Scholarship has ₹1135 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.2.
Returns
UTI Children's Equity Fund Scholarship has given a CAGR return of 12.55% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.60%, 12.95% and 10.02% respectively.
Holdings
UTI Children's Equity Fund Scholarship has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Basic Materials, Consumer Defensive, Health, Energy, Communication, Utilities, Real Estate.
Taxation
As it is a children mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of UTI Children's Equity Fund Scholarship
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for UTI Children's Equity Fund Scholarship of 5 Years
Fund Manager
Sachin Trivedi
Fund Manager of UTI Children's Equity Fund Scholarship, since 16 June 2025
- AUM of the fund stands at 1.1K Cr as of Feb'26
- AUM increased by 1.1 Cr between Feb'26 and Jan'26
Frequently Asked Questions for UTI Children's Equity Fund Scholarship
How do I invest in UTI Children's Equity Fund Scholarship?
- Download the INDmoney app.
- Search for ‘UTI Children's Equity Fund Scholarship’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.