UTI Children's Equity Fd IDCW-P
Empty
4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.9%
Sharpe Ratio-0.75
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.65%
ICICI Bank LtdFinancial Services7.43%
Net Current AssetsUtilities4.84%
Bharti Airtel LtdServices4.38%
Bajaj Finance LtdFinancial Services3.96%
Reliance Industries LtdEnergy & Infra3.92%
Axis Bank LtdFinancial Services3.89%
Infosys LtdTechnology3.10%
Kotak Mahindra Bank LtdFinancial Services2.73%
Maruti Suzuki India LtdConsumers2.72%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.23%
Regulatory & Tax Information
INF789F1AZX6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)