Previously Known As : Uti Children's Career Fund - Savings Plan
Uti Children's Hybrid Fund Datagrid
Category Children s Fund
BMSMONEY Rank 7
Rating
Growth Option 04-12-2025
NAV ₹40.91(R) -0.0% ₹41.85(D) -0.0%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.85% 9.14% 9.84% 8.87% 8.66%
Direct 4.04% 9.36% 10.07% 9.09% 8.87%
Nifty 500 TRI 3.82% 15.22% 17.88% 15.87% 14.96%
SIP (XIRR) Regular 6.0% 8.7% 8.13% 9.27% 8.67%
Direct 6.18% 8.91% 8.35% 9.5% 8.9%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.61 0.29 0.57 2.41% 0.09
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
5.69% -5.5% -6.6% 0.41 4.09%
Fund AUM As on: 30/06/2025 4559 Cr
Top Children s Fund
Fund Name Rank Rating
SBI Magnum Children's Benefit Fund - Investment Plan 1
Icici Prudential Child Care Fund (Gift Plan) 2
Hdfc Children'S Gift Fund 3

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
UTI Children's Hybrid Fund - Regular Plan 40.91
0.0000
0.0000%
UTI Children's Hybrid Fund - Direct Plan 41.85
0.0000
0.0000%

Review Date: 04-12-2025

Beginning of Analysis

UTI Children's Hybrid Fund is the 5th ranked fund in the Children's Fund category. The category has total 10 funds. The 4 star rating shows a very good past performance of the UTI Children's Hybrid Fund in Children's Fund. The fund has a Jensen Alpha of 2.41% which is higher than the category average of 1.54%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.61 which is lower than the category average of 0.76.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Children's Mutual Funds

UTI Children's Hybrid Fund Return Analysis

The UTI Children's Hybrid Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Children's Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Children's Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 0.24%, 1.69 and 1.36 in last one, three and six months respectively. In the same period the category average return was -0.16%, 2.61% and 3.9% respectively.
  • UTI Children's Hybrid Fund has given a return of 4.04% in last one year. In the same period the Nifty 500 TRI return was 3.82%. The fund has given 0.22% more return than the benchmark return.
  • The fund has given a return of 9.36% in last three years and rank 10th out of ten funds in the category. In the same period the Nifty 500 TRI return was 15.22%. The fund has given 5.86% less return than the benchmark return.
  • UTI Children's Hybrid Fund has given a return of 10.07% in last five years and category average returns is 15.98% in same period. The fund ranked 10th out of ten funds in the category. In the same period the Nifty 500 TRI return was 17.88%. The fund has given 7.81% less return than the benchmark return.
  • The fund has given a return of 8.87% in last ten years and ranked 7th out of seven funds in the category. In the same period the Nifty 500 TRI return was 14.96%. The fund has given 6.09% less return than the benchmark return.
  • The fund has given a SIP return of 6.18% in last one year whereas category average SIP return is 9.73%. The fund one year return rank in the category is 8th in 11 funds
  • The fund has SIP return of 8.91% in last three years and ranks 10th in 10 funds. SBI Magnum Children's Benefit Fund - Investment Plan has given the highest SIP return (23.32%) in the category in last three years.
  • The fund has SIP return of 8.35% in last five years whereas category average SIP return is 12.78%.

UTI Children's Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 5.69 and semi deviation of 4.09. The category average standard deviation is 10.51 and semi deviation is 7.69.
  • The fund has a Value at Risk (VaR) of -5.5 and a maximum drawdown of -6.6. The category average VaR is -12.4 and the maximum drawdown is -13.36. The fund has a beta of 0.41 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Children's Fund Category
  • Good Performance in Children's Fund Category
  • Poor Performance in Children's Fund Category
  • Very Poor Performance in Children's Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.23 0.33
    -0.21
    		-1.17 | 0.73 3 | 11 Very Good
    3M Return % 1.66 4.18
    2.42
    		0.90 | 5.34 8 | 11 Average
    6M Return % 1.27 4.72
    3.49
    		-0.17 | 11.67 9 | 11 Average
    1Y Return % 3.85 3.82
    2.21
    		-5.53 | 9.55 3 | 11 Very Good
    3Y Return % 9.14 15.22
    13.12
    		9.14 | 22.52 10 | 10 Poor
    5Y Return % 9.84 17.88
    14.97
    		9.84 | 31.49 10 | 10 Poor
    7Y Return % 8.87 15.87
    12.12
    		8.87 | 14.58 8 | 8 Poor
    10Y Return % 8.66 14.96
    11.33
    		8.66 | 13.73 7 | 7 Poor
    15Y Return % 6.67 12.38
    10.29
    		6.67 | 13.88 7 | 7 Poor
    1Y SIP Return % 6.00
    8.86
    		3.53 | 18.77 8 | 11 Average
    3Y SIP Return % 8.70
    12.02
    		8.21 | 21.95 9 | 10 Average
    5Y SIP Return % 8.13
    11.82
    		8.13 | 22.67 10 | 10 Poor
    7Y SIP Return % 9.27
    12.37
    		9.27 | 15.46 8 | 8 Poor
    10Y SIP Return % 8.67
    11.71
    		8.67 | 14.12 7 | 7 Poor
    15Y SIP Return % 8.40
    11.59
    		8.40 | 14.39 7 | 7 Poor
    Standard Deviation 5.69
    10.51
    		4.44 | 13.02 2 | 10 Very Good
    Semi Deviation 4.09
    7.69
    		3.26 | 10.23 2 | 10 Very Good
    Max Drawdown % -6.60
    -13.37
    		-18.72 | -3.63 2 | 10 Very Good
    VaR 1 Y % -5.50
    -12.40
    		-18.40 | -3.81 2 | 10 Very Good
    Average Drawdown % -3.11
    -5.40
    		-10.46 | -1.25 2 | 10 Very Good
    Sharpe Ratio 0.61
    0.76
    		0.37 | 1.42 5 | 10 Good
    Sterling Ratio 0.57
    0.61
    		0.39 | 0.99 5 | 10 Good
    Sortino Ratio 0.29
    0.38
    		0.17 | 0.76 5 | 10 Good
    Jensen Alpha % 2.41
    1.54
    		-4.10 | 10.81 5 | 10 Good
    Treynor Ratio 0.09
    0.12
    		0.05 | 0.24 5 | 10 Good
    Modigliani Square Measure % 21.14
    18.53
    		10.86 | 35.78 3 | 10 Very Good
    Alpha % -6.04
    -1.89
    		-6.59 | 7.92 9 | 10 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.24 0.33 -0.16 -1.14 | 0.80 4 | 11 Good
    3M Return % 1.69 4.18 2.61 1.09 | 5.60 8 | 11 Average
    6M Return % 1.36 4.72 3.90 0.09 | 12.23 9 | 11 Average
    1Y Return % 4.04 3.82 3.05 -4.78 | 10.68 5 | 11 Good
    3Y Return % 9.36 15.22 14.07 9.36 | 23.93 10 | 10 Poor
    5Y Return % 10.07 17.88 15.98 10.07 | 33.17 10 | 10 Poor
    7Y Return % 9.09 15.87 12.98 9.09 | 15.55 8 | 8 Poor
    10Y Return % 8.87 14.96 12.15 8.87 | 14.73 7 | 7 Poor
    1Y SIP Return % 6.18 9.73 4.36 | 19.96 8 | 11 Average
    3Y SIP Return % 8.91 12.96 8.91 | 23.32 10 | 10 Poor
    5Y SIP Return % 8.35 12.78 8.35 | 24.16 10 | 10 Poor
    7Y SIP Return % 9.50 13.22 9.50 | 16.30 8 | 8 Poor
    10Y SIP Return % 8.90 12.49 8.90 | 15.11 7 | 7 Poor
    Standard Deviation 5.69 10.51 4.44 | 13.02 2 | 10 Very Good
    Semi Deviation 4.09 7.69 3.26 | 10.23 2 | 10 Very Good
    Max Drawdown % -6.60 -13.37 -18.72 | -3.63 2 | 10 Very Good
    VaR 1 Y % -5.50 -12.40 -18.40 | -3.81 2 | 10 Very Good
    Average Drawdown % -3.11 -5.40 -10.46 | -1.25 2 | 10 Very Good
    Sharpe Ratio 0.61 0.76 0.37 | 1.42 5 | 10 Good
    Sterling Ratio 0.57 0.61 0.39 | 0.99 5 | 10 Good
    Sortino Ratio 0.29 0.38 0.17 | 0.76 5 | 10 Good
    Jensen Alpha % 2.41 1.54 -4.10 | 10.81 5 | 10 Good
    Treynor Ratio 0.09 0.12 0.05 | 0.24 5 | 10 Good
    Modigliani Square Measure % 21.14 18.53 10.86 | 35.78 3 | 10 Very Good
    Alpha % -6.04 -1.89 -6.59 | 7.92 9 | 10 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Uti Children's Hybrid Fund NAV Regular Growth Uti Children's Hybrid Fund NAV Direct Growth
    04-12-2025 40.9062 41.854
    03-12-2025 40.8481 41.7944
    02-12-2025 40.9071 41.8546
    01-12-2025 40.9328 41.8806
    28-11-2025 40.9795 41.9279
    27-11-2025 41.0487 41.9986
    26-11-2025 41.061 42.011
    25-11-2025 40.8577 41.8028
    24-11-2025 40.8471 41.7918
    21-11-2025 40.8427 41.7868
    20-11-2025 40.9867 41.9339
    19-11-2025 40.9075 41.8527
    18-11-2025 40.8251 41.7683
    17-11-2025 40.8881 41.8325
    14-11-2025 40.8384 41.7812
    13-11-2025 40.8651 41.8083
    12-11-2025 40.9073 41.8513
    11-11-2025 40.8045 41.7459
    10-11-2025 40.7794 41.7202
    07-11-2025 40.7 41.6384
    06-11-2025 40.7252 41.664
    04-11-2025 40.8122 41.7527

    Fund Launch Date: 12/Jul/1993
    Fund Category: Children s Fund
    Investment Objective: 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.
    Fund Description: An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority(whichever is earlier
    Fund Benchmark: CRISIL Short Term Debt Hybrid 60+40 Fund Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.