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UTI - Childrens Career Balanced Plan

Rating (source: Value Research)

NAV as on 17/04/2014 for

Rs. 15.1010.0717 (0.47%)

This product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment in equity instruments (maximum-40%) and debt instruments
  • Medium risk  (Yellow)

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Note: Risk may be represented as:

  • (BLUE) investors understand that
    their principal will be at low risk
  • (YELLOW) investors understand that
    their principal will be at medium risk
  • (BROWN) investors understand that
    their principal will be at high risk
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
Investment Objective

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

  • Funds collected under the Plan will be invested in equities, convertible and non convertible debentures/ bonds of companies/corporates etc and other capital and money market instruments subject to the condition that (i) not less than 60% of the funds will be invested in debt instruments of low to medium risk profile having a rating of A+ and above or equivalent at the time of investment and (ii) not more than 40% of the funds in equities and equity related instruments. The risk profile of equity investments could be high
Investment Information
Fund type
Hybrid Debt Oriented
Date of Inception
12/07/1993
Investment Plan
No Class
Fund size (Rs.Cr)
2828.22 (as of 31st Mar 2014 )
Number of investors
2128435 (as of 31st Mar 2014 )
Min. Investment
1000
Last Dividend
N.A.
Bonus
N.A.
Options Available

Growth Scholarship

(SIP, SWP)

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 23 years of work experience in equity research and fund management, of which 19 years are with asset management companies. Mr. Bhaskar has assumed the role of Head - Equity at UTI AMC since April, 2007.

Know More
Portfolio (as of Mar 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
51.00 30.00 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 31st Mar 2014)

Market Capitalisation (%)

Large Mid Small
51.00 30.00 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 23 years of work experience in equity research and fund management, of which 19 years are with asset management companies. 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.

Minimum Investment Amount Rs. 1000/
Period of Holding 3% - < 2 yrs.
2% - >= 2 yrs. & < 4 yrs.
1% - >= 4 yrs. & < 5 yrs.
Nil - >= 5 yrs.
-
Entry Load Nil -
Exit Load(as % of NAV) - -
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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