UTI Children's Equity Fund
Direct · Growth ₹92.56
06 Nov 2026
NAV
14.1%
3Y CAGR
13.9%
5Y CAGR
13.9%
10Y CAGR
13.9%
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.
5.56
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.
1.23%
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 | ₹12.62 L | 16.1% | -51.8% | 92.3% |
| 3 Years | ₹36.00 L | ₹43.94 L | 13.6% | -20.1% | 36.5% |
| 5 Years | ₹60.00 L | ₹85.74 L | 13.7% | -7.0% | 24.7% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 13.9% | -0.4% | 20.6% |
| 10 Years | ₹1.20 Cr | ₹2.48 Cr | 13.9% | 9.7% | 17.7% |
| 12 Years | ₹1.44 Cr | ₹3.43 Cr | 13.2% | 10.2% | 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 | 16.1% | 14.3% | 8.7% | +1.9% |
| 3 Years | 13.6% | 11.0% | 13.1% | +2.6% |
| 5 Years | 13.7% | 10.4% | 14.0% | +3.3% |
| 7 Years | 13.9% | 10.6% | 12.2% | +3.3% |
| 10 Years | 13.9% | 11.4% | 12.5% | +2.5% |
| 12 Years | 13.2% | 11.3% | 12.0% | +1.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.4% | 11.2% | -29.6% | 92.4% | 0.45 | 1.33 | 75% | — | — |
| 3 Years | 14.1% | 14.2% | -5.1% | 29.9% | 1.42 | 5.23 | 98% | — | — |
| 5 Years | 13.9% | 14.9% | -0.1% | 25.8% | 1.60 | 12.19 | 100% | — | — |
| 10 Years | 13.9% | 13.8% | 10.9% | 16.5% | 5.56 | — | 100% | — | — |
-35.2%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.40
3Y
0.40
5Y
0.38
7Y
0.39
10Y
0.40
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.28 | 0.92 | 89.7% | 91.0% | -2.5% | -1.9% |
| 3 Years | +0.26 | 0.91 | 91.3% | 90.2% | 8.9% | 8.8% |
| 5 Years | -0.26 | 0.90 | 89.8% | 89.1% | 6.5% | 6.7% |
| 7 Years | +2.46 | 0.89 | 89.8% | 86.6% | 13.1% | 11.1% |
| 10 Years | +1.26 | 0.89 | 89.8% | 87.6% | 12.2% | 11.4% |
| 12 Years | +1.92 | 0.90 | 90.8% | 88.0% | 11.2% | 9.6% |
| 15 Years | +1.85 | 0.90 | 91.2% | 88.3% | 11.5% | 10.0% |