UTI Children's Hybrid Fund
Direct · Growth ₹41.31
25 Jun 2026
NAV
10.2%
3Y CAGR
10.0%
5Y CAGR
10.1%
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.
2.03
Sharpe
-7.3%
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 | ₹12.46 L | 9.6% | -10.8% | 26.1% |
| 3 Years | ₹36.00 L | ₹41.34 L | 9.6% | 2.0% | 15.6% |
| 5 Years | ₹60.00 L | ₹75.05 L | 8.6% | 5.2% | 11.3% |
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 | 9.6% | 14.5% | 13.7% | -4.9% |
| 3 Years | 9.6% | 11.2% | 13.9% | -1.5% |
| 5 Years | 8.6% | 10.5% | 13.5% | -1.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.2% | 8.8% | -2.9% | 30.6% | 0.52 | 1.53 | 97% | — | — |
| 3 Years | 10.2% | 10.1% | 7.1% | 13.5% | 2.65 | — | 100% | — | — |
| 5 Years | 10.0% | 9.7% | 7.4% | 12.9% | 2.03 | — | 100% | — | — |
-7.3%
Max Drawdown
5 mo
Drawdown Duration
2 mo
Recovery Time
-1.3%
Avg Drawdown
Calmar Ratio by Duration
1.39
1Y
1.39
3Y
1.36
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.35 | 0.41 | 40.9% | 39.2% | -0.5% | -4.7% |
| 3 Years | +0.46 | 0.39 | 41.6% | 35.9% | 7.8% | 8.8% |
| 5 Years | +0.42 | 0.38 | 39.8% | 34.4% | 7.8% | 8.7% |
| 7 Years | +0.10 | 0.37 | 39.5% | 34.0% | 9.0% | 12.9% |
| 10 Years | -1.18 | 0.37 | 39.5% | 34.0% | 6.2% | 8.8% |
| 12 Years | -1.67 | 0.37 | 39.5% | 34.0% | 5.1% | 7.3% |
| 15 Years | -2.15 | 0.37 | 39.5% | 34.0% | 4.1% | 5.8% |