UTI Children's Equity Fund
Direct · Growth ₹90.34
25 Jun 2026
NAV
15.3%
3Y CAGR
15.1%
5Y CAGR
15.3%
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.
2.13
Sharpe
-21.3%
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 | ₹12.57 L | 15.6% | -27.8% | 61.3% |
| 3 Years | ₹36.00 L | ₹43.83 L | 14.1% | -1.4% | 27.8% |
| 5 Years | ₹60.00 L | ₹81.68 L | 11.7% | 4.8% | 16.4% |
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 | 15.6% | 14.5% | 13.7% | +1.1% |
| 3 Years | 14.1% | 11.2% | 13.9% | +2.9% |
| 5 Years | 11.7% | 10.5% | 13.5% | +1.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.4% | 10.5% | -9.0% | 75.5% | 0.53 | 2.07 | 79% | — | — |
| 3 Years | 15.3% | 14.7% | 8.4% | 24.2% | 2.53 | — | 100% | — | — |
| 5 Years | 15.1% | 14.8% | 8.9% | 21.8% | 2.13 | — | 100% | — | — |
-21.3%
Max Drawdown
5 mo
Drawdown Duration
13 mo
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.72
3Y
0.71
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.86 | 0.94 | 91.3% | 91.7% | -4.8% | -4.7% |
| 3 Years | +1.96 | 0.91 | 92.2% | 88.8% | 10.5% | 8.8% |
| 5 Years | +1.00 | 0.91 | 90.3% | 88.1% | 9.5% | 8.7% |
| 7 Years | +1.96 | 0.90 | 90.6% | 87.1% | 14.2% | 12.9% |
| 10 Years | +1.12 | 0.90 | 90.6% | 87.1% | 9.7% | 8.8% |
| 12 Years | +0.81 | 0.90 | 90.6% | 87.1% | 8.0% | 7.3% |
| 15 Years | +0.50 | 0.90 | 90.6% | 87.1% | 6.4% | 5.8% |