UTI Children's Equity Fund - Direct Plan - Growth Option
UTI Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.21%
AUM
₹60.57 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-42.48%
Poor
6 Months
-3.20%
Poor
1 Year
+4.21%
Poor
3 Years
+13.37%
Average
5 Years
+12.81%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹60.57 Cr
Recent Trend
Growing
Stability Score
12.7
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+3.09%
3Y
3Y CAGR
+84.42%
5Y
5Y CAGR
+331.86%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.40%
Annualized standard deviation
Sharpe Ratio
0.855
Fair - Risk-adjusted return
Max Drawdown
-21.30%
High - Worst decline
Consistency
62.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.84%
Average daily price movement
Annualized Volatility
13.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance