Last NAV: 36.1432

UTI CHILDREN'S CAREER FUND-INVESTMENT PLAN - REGULAR PLAN   -   Growth

(Old Name : UTI CCP ADVANTAGE FUND )

INVESTMENT OBJECTIVE : The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
8.45% 9.94% 10.65% -3.78% -0.37% -2.88%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.68 0.86 0.32 12.34% -26.20% 63.04%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   291.30   Cr.
Inception Date 17/02/2004
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Expense Ratio 2.85
Duration 0.09

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2004 0.00 0.00 0.17 0.09 -0.56 -0.46 -0.18 -0.31 0.27 -0.73 0.28 0.41 -1.02
2005 0.48 0.61 0.39 0.16 0.59 0.70 0.75 0.23 1.38 0.34 0.42 -0.06 6.14
2006 0.33 0.15 0.18 0.60 0.37 0.02 0.47 0.83 0.67 0.49 0.48 -0.05 4.63
2007 0.53 -0.04 0.58 0.67 0.74 0.62 0.93 0.16 0.65 0.63 0.53 0.51 6.71
2008 0.61 0.51 -2.32 4.83 -1.84 -5.66 3.13 0.44 -4.80 -10.71 -1.91 2.20 -15.36
2009 -0.31 -1.72 3.85 7.04 16.81 1.24 5.35 0.15 6.02 -4.73 5.90 3.65 50.65
2010 -2.08 -1.44 6.05 0.81 -2.77 3.97 1.64 1.42 8.08 0.56 -2.08 2.89 17.74
2011 -9.41 -2.96 7.59 0.33 -1.92 1.83 -0.62 -6.84 -1.66 4.35 -7.79 -6.75 -22.58
2012 11.30 4.43 -0.44 -1.13 -6.34 8.17 -1.26 -1.48 9.92 -0.96 4.30 1.91 30.48
2013 -0.19 -6.46 -1.10 3.93 0.76 -3.32 -1.89 -4.46 5.63 9.51 -2.00 3.03 2.34
2014 -4.67 2.35 7.65 0.48 11.19 7.70 0.53 2.42 2.36 4.93 4.56 -0.97 44.71
2015 4.11 -0.05 -0.30 -3.58 2.95 -2.13 3.80 -5.30 -0.51 1.43 -1.37 -0.43 -1.82
2016 -6.17 -7.16 11.60 2.22 3.17 1.63 4.73 3.62 -1.05 1.54 -5.78 -1.13 5.83
2017 5.23 4.48 5.34 3.49 0.53 -0.21 6.07 0.39 0.35 5.27 0.57 1.98 38.74
2018 0.36 -2.59 -3.42 6.10 -0.67 -1.96 5.91 2.06 -9.75 -4.39 4.04 0.73 -4.64
2019 -2.44 -0.82 7.59 -2.37 0.92 -2.88 0.00 0.00 0.00 0.00 0.00 0.00 -0.37
all values are in %

Allocation Mandate

Equity Allocation Min: 70   Max: 100
Debt Allocation Min: 0   Max: 30
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 30

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About Fund Managers:

Swati Anil Kulkarni UTI

  • Job Since 01/05/2019 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.
  • Education Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.

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