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UTI - Child Plans / Children Career Plans- Balanced Plan

Rating (source: Value Research)

NAV as on 18/08/2017 for

Rs. 21.841-0.0406 (0.19%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

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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)
3721.57 (as of 30th Jun 2017 )
Number of investors
2084469 (as of 28th Feb 2015 )
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. Kaushik Basu

Kausik Basu is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd.

Know More
Portfolio (as of Mar 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
59.00 27.00 14.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment in equity instruments (maximum-40%) and debt instruments
  • Moderately High Level

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

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 2017)

Market Capitalisation (%)

Large Mid Small
59.00 27.00 14.00
Detailed Portfolio
Equity % to NAV
Fund Manager - Biography
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is Group President & Head – Fixed Income at UTI AMC Ltd. He is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi. Prior to joining UTI 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 of the 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 has been awarded CNBC TV-18 Crisil Mutual Award.

Fund Manager - Biography
Fund Manager

Mr. Kaushik Basu

Kausik Basu is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd. He is also responsible for equity research for the Metal & Cement Sector. He is a B.Com graduate from Kolkata (Calcutta) University and holds a graduate degree in law (LLB) from Kolkata (Calcutta) University. He has also completed CS (Int) and CAIIB – Part I. He is also a Member of Cost and Works Accountant of India. Kausik has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years. He has worked as Assistant Fund Manager for Equity Schemes like UTI- Opportunity Funds, UTI- Wealth Builder Funds, etc as well as the Senior Research Analyst covering sectors like Metal, Cement and Retail.

Download Fund Documents
Minimum Investment Amount Rs. 1000/
Exit load (as % of NAV) as per Period of Holding Less than 2 yrs : 3%
Greater than or equal to 2 yrs & less than 4 yrs : 2%
Greater than or equal to 4 yrs & less than 5 yrs : 1%
Greater than or equal to 5 yrs : Nil
Nil
Entry Load Nil Nil
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