UTI Children's Hybrid Fund
Get the latest NAV of UTI Children's Hybrid Fund. 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.
₹40.06
▲0.1%1D
NAV as on 16 Mar 2026
9.41%/per year
Since Inception
▲▼
6 people have invested ₹ 9K in UTI Children's Hybrid Fund in the last three months
UTI Children's Hybrid Fund Performance vs. Hybrid Equity Index
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has underperformed the benchmark (Hybrid Equity Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
UTI Children's Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Children's Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
UTI Children's Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Corporate
Government
69%
Financial Services
33%
Corporate
26%
Government
63%
Financial Services
33%
Corporate
31%
UTI Children's Hybrid Fund Holdings Details
as on (28-Feb-26)
UTI Children's Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.6% |
Benchmark | CRISIL ST Debt Hybrid 60+40 FundTR INR |
| AUM | ₹4442 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | 5 Years |
TurnOver | 61.37% |
| Risk | Moderately High risk |
About UTI Children's Hybrid Fund
UTI Children's Hybrid Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sachin Trivedi, Anurag Mittal. This fund gives you the benefit of diversification.
Key Parameters
- UTI Children's Hybrid Fund has ₹4442 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.6.
Returns
UTI Children's Hybrid Fund has given a CAGR return of 9.41% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.05%, 9.08% and 8.10% respectively.
Holdings
UTI Children's Hybrid Fund has allocated its funds majorly in Government, Financial Services, Corporate, Consumer Cyclical, Tech, Industrial, Basic Materials, Consumer Defensive, Health, Cash Equivalent, 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 Hybrid Fund
The primary objective of the scheme is 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. 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 1000.00 and for SIP is INR 500.00. There is a lock in period for UTI Children's Hybrid Fund of 5 Years
Fund Manager
Sachin Trivedi
Fund Manager of UTI Children's Hybrid Fund, since 16 June 2025
Anurag Mittal
Fund Manager of UTI Children's Hybrid Fund, since 3 November 2025
- AUM of the fund stands at 4.4K Cr as of Feb'26
- AUM increased by 5.6 Cr between Feb'26 and Jan'26
Frequently Asked Questions for UTI Children's Hybrid Fund
How do I invest in UTI Children's Hybrid Fund?
- Download the INDmoney app.
- Search for ‘UTI Children's Hybrid Fund’.
- 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.