ReviewDirect · Growth
UTI Children's Hybrid Fund
UTI Mutual FundSolution Oriented Scheme - Children’s Fund13.7 years
- NAV
- 40.8341
- 15 Sept 2026
- 1Y
- -1.4%
- Trailing CAGR
- AUM
- ₹4,390.72 Cr
- 31 Aug 2026
- Volatility
- Low
- 7.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.4%
- 3Y+5.9%
- 5Y+6.3%
- 10Y+7.4%
- SI+7.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.9%
- 3Y+2.7%
- 5Y+5.5%
- 10Y+7.4%
- Since inception
- +7.7%
- Calendar-day CAGR
- Excess 1Y
- -5.8%
- Category median, same plan and option
- 3Y win rate
- +2%
- Windows beating the median
- 3Y percentile
- 13
- Vs comparable share classes
- Worst rolling 3Y
- -2.0%
- 2637 daily-ending windows
- Median rolling 3Y
- +9.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +2.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 174 recovered episodes
- Longest recovery
- 444 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
20 Feb 2020 – 12 Oct 2020
Trough 23 Mar 2020 · recovered in 203 days
-18.7%
20 May 2013 – 9 May 2014
Trough 28 Aug 2013 · recovered in 254 days
-17.1%
1 Sept 2014 – 15 Jan 2015
Trough 2 Sept 2014 · recovered in 135 days
-8.7%
17 Jan 2022 – 12 Aug 2022
Trough 17 Jun 2022 · recovered in 56 days
-7.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
13
Vs category
14
Consistency
15
Risk-adjusted
43
Drawdown
53
Mean
27
Portfolio
31 Aug 2026 · 135 holdings · top 10 are 36.0%.
- Top 5
- 25.8%
- Top 10
- 36.0%
- Largest holding
- 12.9%
- Effective holdings
- 35.6
Net Current Assets
Unspecified
12.9%
GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100
Entities
3.9%
GOVERNMENT OF INDIA 36320 GOI 18AG55 7.24 FV RS 100
Entities
3.3%
ICICI Bank Ltd
Financial
2.9%
HDFC Bank Ltd
Financial
2.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
SBI CHILDREN'S FUND - SAVINGS PLAN
SBI Mutual Fund
- 1Y
- +8.8%
- 3Y
- +11.5%
- Vol
- 5.4%
- Max DD
- -14.4%
- Sharpe
- 1.22
- 3Y win
- +54%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI Children's Fund - Investment Plan
SBI Mutual Fund
- 1Y
- +13.7%
- 3Y
- +20.4%
- Vol
- 12.6%
- Max DD
- -15.7%
- Sharpe
- 1.89
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +10.1%
- Vol
- 15.9%
- Max DD
- -33.9%
- Sharpe
- 0.45
- 3Y win
- +36%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Children's Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.6%
- 3Y
- n/a
- Vol
- 13.2%
- Max DD
- -12.6%
- Sharpe
- 0.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
HDFC Children's Fund
HDFC Mutual Fund
- 1Y
- -0.4%
- 3Y
- +8.3%
- Vol
- 10.8%
- Max DD
- -28.9%
- Sharpe
- 0.84
- 3Y win
- +95%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown