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UTI - Childrens Career Balanced Plan

Rating (source: Value Research)
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:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    3601.90 (as of 31st Mar 2017)

  • NUMBER OF INVESTORS:

    2084469 (as of 28th Feb 2015)

  • MINIMUM INVESTMENT:

    1000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

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
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.

OPTIONS AVAILABLE
SIP & SWP

Period Returns (%)
2014-2015 27.95
2015-2016 2.72
2016-2017 17.28
Since Inception 11.77

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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