UTI Children's Hybrid Fund Direct Growth

UTI Children's Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sachin Trivedi, Sunil Patil. This fund gives you the benefit of diversification.

1. UTI Children's Hybrid Fund Direct Growth has ₹4492 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 1.6.
   

UTI Children's Hybrid Fund Direct Growth has given a CAGR return of 10.09% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.30%, 9.13% and 11.85% respectively.

UTI Children's Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Consumer Cyclical, Tech, Industrial, Consumer Defensive, Cash Equivalent, Health, Basic Materials, Communication, Energy, Utilities, Real Estate.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 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 Hybrid Fund Direct Growth of 5 Years