Previously Known As : Uti Children's Career Fund - Savings Plan
Uti Children's Hybrid Fund Datagrid
Category Children s Fund
BMSMONEY Rank 8
Rating
Growth Option 02-02-2026
NAV ₹40.02(R) -0.44% ₹40.96(D) -0.44%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.74% 9.13% 8.56% 8.66% 8.6%
Direct 3.92% 9.35% 8.79% 8.89% 8.81%
Nifty 500 TRI 7.73% 16.56% 14.8% 15.36% 15.11%
SIP (XIRR) Regular 0.52% 6.19% 7.35% 8.59% 8.13%
Direct 0.69% 6.4% 7.56% 8.81% 8.35%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.65 0.31 0.57 2.34% 0.09
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
5.65% -5.64% -6.6% 0.41 4.05%
Fund AUM As on: 30/12/2025 4547 Cr
Top Children s Fund
Fund Name Rank Rating
Icici Prudential Child Care Fund (Gift Plan) 1
SBI Magnum Children's Benefit Fund - Investment Plan 2
Aditya Birla Sun Life Bal Bhavishya Yojna 3

NAV Date: 02-02-2026

Scheme Name NAV Rupee Change Percent Change
UTI Children's Hybrid Fund - Regular Plan 40.02
-0.1800
-0.4400%
UTI Children's Hybrid Fund - Direct Plan 40.96
-0.1800
-0.4400%

Review Date: 02-02-2026

Beginning of Analysis

In the Children's Fund category, UTI Children's Hybrid Fund is the 5th ranked fund. The category has total 10 funds. The UTI Children's Hybrid Fund has shown a very good past performence in Children's Fund. The fund has a Jensen Alpha of 2.34% which is higher than the category average of 1.38%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.65 which is lower than the category average of 0.78.
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 -2.4%, -2.03 and -0.73 in last one, three and six months respectively. In the same period the category average return was -4.17%, -3.9% and -1.01% respectively.
  • UTI Children's Hybrid Fund has given a return of 3.92% in last one year. In the same period the Nifty 500 TRI return was 7.73%. The fund has given 3.81% less return than the benchmark return.
  • The fund has given a return of 9.35% in last three years and rank 10th out of ten funds in the category. In the same period the Nifty 500 TRI return was 16.56%. The fund has given 7.21% less return than the benchmark return.
  • UTI Children's Hybrid Fund has given a return of 8.79% in last five years and category average returns is 13.4% in same period. The fund ranked 9th out of ten funds in the category. In the same period the Nifty 500 TRI return was 14.8%. The fund has given 6.01% less return than the benchmark return.
  • The fund has given a return of 8.81% in last ten years and ranked 8th out of eight funds in the category. In the same period the Nifty 500 TRI return was 15.11%. The fund has given 6.3% less return than the benchmark return.
  • The fund has given a SIP return of 0.69% in last one year whereas category average SIP return is 1.54%. The fund one year return rank in the category is 8th in 11 funds
  • The fund has SIP return of 6.4% in last three years and ranks 8th in 10 funds. SBI Magnum Children's Benefit Fund - Investment Plan has given the highest SIP return (17.15%) in the category in last three years.
  • The fund has SIP return of 7.56% in last five years whereas category average SIP return is 11.04%.

UTI Children's Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 5.65 and semi deviation of 4.05. The category average standard deviation is 10.43 and semi deviation is 7.63.
  • The fund has a Value at Risk (VaR) of -5.64 and a maximum drawdown of -6.6. The category average VaR is -12.45 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 % -2.41 -5.19
    -4.24
    		-6.00 | -1.09 2 | 11 Very Good
    3M Return % -2.07 -3.99
    -4.09
    		-6.78 | -0.73 2 | 11 Very Good
    6M Return % -0.81 0.22
    -1.41
    		-4.65 | 2.50 5 | 11 Good
    1Y Return % 3.74 7.73
    4.03
    		-5.12 | 8.57 8 | 11 Average
    3Y Return % 9.13 16.56
    13.22
    		9.13 | 20.95 10 | 10 Poor
    5Y Return % 8.56 14.80
    12.42
    		7.89 | 26.82 9 | 10 Average
    7Y Return % 8.66 15.36
    11.62
    		8.66 | 14.01 8 | 8 Poor
    10Y Return % 8.60 15.11
    11.13
    		8.40 | 13.79 7 | 8 Poor
    15Y Return % 6.73 12.91
    10.51
    		6.73 | 14.14 7 | 7 Poor
    1Y SIP Return % 0.52
    0.71
    		-5.11 | 6.59 8 | 11 Average
    3Y SIP Return % 6.19
    7.95
    		3.19 | 15.84 8 | 10 Average
    5Y SIP Return % 7.35
    10.09
    		6.17 | 19.25 9 | 10 Average
    7Y SIP Return % 8.59
    11.17
    		8.35 | 14.14 7 | 8 Poor
    10Y SIP Return % 8.13
    10.66
    		8.03 | 13.23 7 | 8 Poor
    15Y SIP Return % 7.96
    10.87
    		7.96 | 13.68 7 | 7 Poor
    Standard Deviation 5.65
    10.43
    		4.43 | 13.21 2 | 10 Very Good
    Semi Deviation 4.05
    7.63
    		3.24 | 10.04 2 | 10 Very Good
    Max Drawdown % -6.60
    -13.37
    		-18.72 | -3.63 2 | 10 Very Good
    VaR 1 Y % -5.64
    -12.45
    		-18.40 | -3.81 2 | 10 Very Good
    Average Drawdown % -2.37
    -4.88
    		-9.82 | -1.04 2 | 10 Very Good
    Sharpe Ratio 0.65
    0.78
    		0.40 | 1.42 5 | 10 Good
    Sterling Ratio 0.57
    0.62
    		0.40 | 0.98 5 | 10 Good
    Sortino Ratio 0.31
    0.39
    		0.18 | 0.77 5 | 10 Good
    Jensen Alpha % 2.34
    1.38
    		-4.01 | 9.89 5 | 10 Good
    Treynor Ratio 0.09
    0.12
    		0.06 | 0.24 5 | 10 Good
    Modigliani Square Measure % 21.17
    18.48
    		11.16 | 34.97 3 | 10 Very Good
    Alpha % -6.12
    -1.89
    		-6.12 | 7.62 10 | 10 Poor
    Return data last Updated On : Feb. 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.40 -5.19 -4.17 -5.93 | -1.06 2 | 11 Very Good
    3M Return % -2.03 -3.99 -3.90 -6.59 | -0.63 2 | 11 Very Good
    6M Return % -0.73 0.22 -1.01 -4.40 | 3.02 5 | 11 Good
    1Y Return % 3.92 7.73 4.87 -4.36 | 9.86 8 | 11 Average
    3Y Return % 9.35 16.56 14.16 9.35 | 22.33 10 | 10 Poor
    5Y Return % 8.79 14.80 13.40 8.72 | 28.41 9 | 10 Average
    7Y Return % 8.89 15.36 12.46 8.89 | 14.97 8 | 8 Poor
    10Y Return % 8.81 15.11 12.05 8.81 | 14.79 8 | 8 Poor
    1Y SIP Return % 0.69 1.54 -4.32 | 7.69 8 | 11 Average
    3Y SIP Return % 6.40 8.86 4.06 | 17.15 8 | 10 Average
    5Y SIP Return % 7.56 11.04 7.00 | 20.69 9 | 10 Average
    7Y SIP Return % 8.81 12.02 8.81 | 14.99 8 | 8 Poor
    10Y SIP Return % 8.35 11.53 8.35 | 14.21 8 | 8 Poor
    Standard Deviation 5.65 10.43 4.43 | 13.21 2 | 10 Very Good
    Semi Deviation 4.05 7.63 3.24 | 10.04 2 | 10 Very Good
    Max Drawdown % -6.60 -13.37 -18.72 | -3.63 2 | 10 Very Good
    VaR 1 Y % -5.64 -12.45 -18.40 | -3.81 2 | 10 Very Good
    Average Drawdown % -2.37 -4.88 -9.82 | -1.04 2 | 10 Very Good
    Sharpe Ratio 0.65 0.78 0.40 | 1.42 5 | 10 Good
    Sterling Ratio 0.57 0.62 0.40 | 0.98 5 | 10 Good
    Sortino Ratio 0.31 0.39 0.18 | 0.77 5 | 10 Good
    Jensen Alpha % 2.34 1.38 -4.01 | 9.89 5 | 10 Good
    Treynor Ratio 0.09 0.12 0.06 | 0.24 5 | 10 Good
    Modigliani Square Measure % 21.17 18.48 11.16 | 34.97 3 | 10 Very Good
    Alpha % -6.12 -1.89 -6.12 | 7.62 10 | 10 Poor
    Return data last Updated On : Feb. 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    02-02-2026 40.018 40.9553
    30-01-2026 40.1944 41.1353
    29-01-2026 40.2046 41.1456
    28-01-2026 40.1734 41.1135
    27-01-2026 40.0836 41.0214
    23-01-2026 40.042 40.9781
    22-01-2026 40.265 41.2063
    21-01-2026 40.1623 41.1009
    20-01-2026 40.2262 41.1662
    19-01-2026 40.4977 41.4439
    16-01-2026 40.5326 41.479
    14-01-2026 40.532 41.4781
    13-01-2026 40.5986 41.5461
    12-01-2026 40.6366 41.5848
    09-01-2026 40.5995 41.5463
    08-01-2026 40.7281 41.6778
    07-01-2026 40.9322 41.8864
    06-01-2026 40.9464 41.9008
    05-01-2026 40.9508 41.9051
    02-01-2026 41.0054 41.9604

    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.