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UTI - Childrens Career Balanced Plan Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 14.447-0.0728 (0.5%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview
  • Performance
  • Portfolio
  • Fund Manager
  • Scheme Documents
  • Fees
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • An open ended debt oriented fund with investment in Debt/G-Sec of minimun 60% and a maximum of 40% in Equity. Investment can be made in the name of the children upto the age of 15 years so as to provide them, after they attain the age of 18 years ,a means to receive scholarship to meet the scholarship to meet the cost of higher education and /or to help them in setting up a profession ,practice or business or enabling them to set up a home or finance the cost of other social obligation
Investment Information
Fund type
Hybrid Debt Oriented
Date of Inception
12/07/1993
Investment Plan
No Class
Fund size (Rs.Cr)
2846.31 (as of 30th Apr 2012 )
Number of investors
2041715 (as of 30th Apr 2012 )
Min. Investment
1000
Last Dividend
N.A.
Bonus
N.A.
Fund Managers
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi.

Fund Manager's View
Fund Managers
Fund Manager

Mr. Anoop Bhaskar is a B.Com graduate from the Delhi University and a MBA (Finance) from SIBM, Pune.

He has over 16 years of experience in the Finance & Research. Mr. Bhaskar has assumed the role of Head - Equity at UTI AMC since April, 2007.

Know More
Performance (as of 30th Apr 2012)

Absolute Returns

Period Returns (%)
2009-2010 33.05
2010-2011 8.76
2011-2012 3.57
Since Inception 11.25
View detailed performance
Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
53.00 28.00 19.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Asset Allocation (as of 30th Apr 2012)

Market Capitalisation (%)

Large Mid Small
53.00 28.00 19.00
Detailed Portfolio
Equity % to NAV
Fund Manager - Biography
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi. He has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some select funds. He has achieved CPR1 and CPR2 ranking for several funds as a Fund Manager. Three of his funds namely UTI Liquid Cash Plan, UTI Liquid Cash Plan-Institutional and UTI Bond Fund have been awarded CNBC TV-18 Crisil Mutual Award. Presently, he is the Head of the Fixed Income Group at UTI.
Fund Manager - Biography
Fund Manager

Mr. Anoop Bhaskar

He has over 16 years of experience in the Finance & Research. Prior to joining UTI AMC, Mr. Bhaskar has worked with Sundaram Asset Management, Chennai as Head-Equity, Templeton Asset Management as Senior Research Analyst, Shriram Financial Services Ltd. as Manager-Investments, Brisk Financial Services and Cross Borders Finance & Project. Mr. Bhaskar has assumed the role of Head- Equity at UTI AMC since April, 2007.
Download Fund Documents
Fees
Plan Investment in Rupees
Minimum Investment Amount Rs 1,000 /-
Load Structure
Entry Load Nil  
Exit Load 3%

2%

1%

Nil		 <2 yr

>=2yr & <4yrs

>= 4 yrs & <5 yrs

>=5 years
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