UTI Children’s Equity Fund

April 24, 2026

RA Jainee

UTI Children’s Equity Fund

Fund at a Glance
NAV Growth (Rs.)	89.69
NAV Bonus (Rs.)	—
NAV IDCW (Rs.)	89.69
Min. Investment (Rs.)	1,000
Min. SIP Investment (Rs.)	500
Min. No of Cheques	6
Benchmark	NIFTY 500 TRI
AUM Rs.	1,010 Cr
	(As on 31-Mar-2026)
Expense	1.23%
1 Year Return (%)	-0.62
3 Year Return (%)	13.65
5 Year Return (%)	11.92
10 Year Return (%)	13.03
Return Since Launch	12.79%

⚖️ Sahifund Review – UTI Children’s Equity Fund ✔

PLUS: Stability, track record, cost efficiency

MINUS: Large AUM, large-cap bias, momentum lag

Sahifund View (Decisive Line):
X

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund carries a lock-in period of 5 years or till the child attains the age of maturity, whichever is earlier

Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Fund Manager:

1) Sachin Trivedi
Education: Mr. Sachin Trivedi is a CFA.
Experience: He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager

Investment Details

Min. Investment (Rs)	1,000
Min. Addl Investment (Rs)	1,000
Min. SIP Investment (Rs)	500
Min. Withdrawal (Rs)	—
Min. No of Cheques	6
Min. Balance (Rs)	1,000
Lock-in Period	NA
Exit Load	0

Basic Details of UTI Children’s Equity Fund

Fund House	UTI Mutual Fund
Launch Date	01-Jan-13
Return Since Launch	12.79%
Benchmark	NIFTY 500 TRI
Riskometer	Very High
Type	Open-ended
Assets	1,010 Cr
	(As on 31-Mar-2026)
Expense	1.23%
	(As on 31-Mar-2026)
Risk Grade	Above Average
Return Grade	Below Average
Turnover	21.00%

UTI Children’s Equity Fund Returns

Fund name	YTD	1D	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
UTI Children’s Equity Dir	-6.34	-0.99	8.76	-2.03	-6.79	-0.62	13.65	11.92	12.79	13.03
BSE 500 TRI	-3.71	-0.23	7.76	-0.11	-3.15	4.81	16.41	14.62	14.48	14.53
Equity: Flexi Cap	-3.02	-0.74	10.88	1.64	-3.36	4.14	17.28	14.98	14.57	14.59
Rank within category	107	103	106	107	100	86	64	49	35	28
Number of funds in category	114	119	119	115	111	96	74	57	45	36

Peer Comparison of UTI Children’s Equity Fund

	Rating	1 Year Returns	3 Year Returns	5 Year Returns	Expense Ratio (%)	Net Assets (Rs Cr)	Return Since Launch (%)	Exit Load (Days)	Fund Age	Turnover (%)
UTI Children’s Equity Dir	2 star	-0.62	13.65	11.92	1.23	1,010	12.79	—	13Y 3M	21.00
Parag Parikh Flexi Cap Dir	5 star	3.79	18.51	17.37	0.62	1,28,966	18.64	2.00 (365)	12Y 11M	17.91
HDFC Flexi Cap Dir	5 star	3.25	21.16	21.27	0.68	91,335	16.12	1.00 (365)	13Y 3M	9.40
SBI Focused Dir	4 star	14.42	20.15	16.44	0.77	39,739	15.72	0.25 (30)	13Y 3M	31.00
HDFC Focused Dir	5 star	2.74	20.73	22.71	0.65	24,170	14.98	1.00 (365)	13Y 3M	7.23