UTI Children's Equity Fund
Direct · Growth ₹93.22
10 Aug 2026
NAV
14.2%
3Y CAGR
14.1%
5Y CAGR
14.1%
10Y CAGR
14.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.22
Sharpe
-35.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 16.6% | -51.8% | 92.3% |
| 3 Years | ₹36.00 L | ₹44.10 L | 13.9% | -20.1% | 36.5% |
| 5 Years | ₹60.00 L | ₹86.10 L | 13.9% | -7.0% | 24.7% |
| 7 Years | ₹84.00 L | ₹1.40 Cr | 14.0% | -0.4% | 20.6% |
| 10 Years | ₹1.20 Cr | ₹2.49 Cr | 14.1% | 10.4% | 17.7% |
| 12 Years | ₹1.44 Cr | ₹3.46 Cr | 13.5% | 10.8% | 16.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.6% | 14.4% | 13.9% | +2.1% |
| 3 Years | 13.9% | 11.1% | 14.2% | +2.8% |
| 5 Years | 13.9% | 10.4% | 13.7% | +3.4% |
| 7 Years | 14.0% | 10.6% | 12.3% | +3.4% |
| 10 Years | 14.1% | 11.5% | 12.7% | +2.6% |
| 12 Years | 13.5% | 11.4% | 12.3% | +2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.8% | 11.6% | -29.6% | 92.4% | 0.48 | 1.43 | 77% | — | — |
| 3 Years | 14.2% | 14.3% | -5.1% | 29.9% | 1.45 | 5.27 | 98% | — | — |
| 5 Years | 14.1% | 15.1% | -0.1% | 25.8% | 1.69 | 12.56 | 100% | — | — |
| 10 Years | 14.1% | 13.9% | 11.1% | 16.5% | 6.22 | — | 100% | — | — |
-35.2%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.40
3Y
0.40
5Y
0.38
7Y
0.40
10Y
0.41
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.45 | 0.94 | 92.6% | 91.1% | 0.8% | -0.1% |
| 3 Years | +2.12 | 0.91 | 93.0% | 89.7% | 9.8% | 7.8% |
| 5 Years | +0.36 | 0.91 | 90.0% | 88.8% | 8.8% | 8.6% |
| 7 Years | +3.00 | 0.89 | 90.5% | 86.7% | 14.7% | 12.4% |
| 10 Years | +1.75 | 0.89 | 90.2% | 87.4% | 12.2% | 10.9% |
| 12 Years | +2.40 | 0.90 | 91.3% | 88.0% | 12.3% | 10.2% |
| 15 Years | +2.00 | 0.90 | 91.3% | 88.2% | 11.5% | 9.8% |