UTI Children's Hybrid Fund
Direct · Growth ₹40.19
23 Oct 2026
NAV
9.0%
3Y CAGR
8.7%
5Y CAGR
8.8%
10Y CAGR
8.8%
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.
3.28
Sharpe
-18.7%
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.
1.62%
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 | ₹12.45 L | 9.4% | -28.5% | 40.2% |
| 3 Years | ₹36.00 L | ₹41.39 L | 8.8% | -9.5% | 17.4% |
| 5 Years | ₹60.00 L | ₹75.00 L | 8.5% | -2.4% | 14.1% |
| 7 Years | ₹84.00 L | ₹1.14 Cr | 8.6% | 1.2% | 12.0% |
| 10 Years | ₹1.20 Cr | ₹1.89 Cr | 8.8% | 7.0% | 10.6% |
| 12 Years | ₹1.44 Cr | ₹2.50 Cr | 8.7% | 7.2% | 9.8% |
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 | 9.4% | 14.3% | 8.7% | -4.9% |
| 3 Years | 8.8% | 11.0% | 13.1% | -2.2% |
| 5 Years | 8.5% | 10.4% | 14.0% | -1.8% |
| 7 Years | 8.6% | 10.6% | 12.2% | -2.0% |
| 10 Years | 8.8% | 11.4% | 12.5% | -2.6% |
| 12 Years | 8.7% | 11.3% | 12.0% | -2.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.1% | 8.2% | -14.9% | 38.0% | 0.31 | 0.65 | 87% | — | — |
| 3 Years | 9.0% | 9.5% | -2.0% | 16.4% | 0.78 | 1.73 | 99% | — | — |
| 5 Years | 8.7% | 8.5% | 2.4% | 14.9% | 1.00 | 4.62 | 100% | — | — |
| 10 Years | 8.8% | 8.9% | 7.0% | 10.3% | 3.28 | — | 100% | — | — |
-18.7%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-2.3%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.48
3Y
0.46
5Y
0.45
7Y
0.47
10Y
0.48
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.58 | 0.41 | 40.5% | 39.2% | -4.0% | -12.7% |
| 3 Years | -0.07 | 0.39 | 41.4% | 36.6% | 6.0% | 5.4% |
| 5 Years | -0.17 | 0.38 | 39.7% | 35.1% | 5.6% | 4.5% |
| 7 Years | +0.57 | 0.37 | 39.2% | 34.5% | 8.3% | 10.0% |
| 10 Years | -0.75 | 0.37 | 38.4% | 34.8% | 7.0% | 10.0% |
| 12 Years | +0.51 | 0.36 | 38.9% | 33.9% | 7.9% | 9.1% |
| 15 Years | -0.63 | 0.36 | 38.1% | 34.0% | 6.9% | 9.2% |