Should I invest in UTI Children's Hybrid Fund?

We don't give personal investment advice. UTI Children's Hybrid Fund - Direct Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 7.3%. 5-year CAGR: 7.54%.

UTI

UTI Children's Hybrid Fund - Direct Plan

Latest NAV

₹40.3311

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.17%	+0.30%	-0.14	7 / 9	Q4
1W	-0.54%	-1.06%	+0.52	2 / 9	Q1
2W	-0.01%	-0.71%	+0.71	5 / 9	Q3
1M	-0.53%	-1.88%	+1.35	2 / 9	Q1
3M	-1.66%	-1.77%	+0.11	4 / 9	Q2
6M	-3.44%	-4.24%	+0.79	3 / 9	Q2
YTD	-3.44%	-4.10%	+0.66	3 / 9	Q2
1Y	-2.11%	-0.55%	-1.55	6 / 9	Q3
2Y	+3.35%	+3.36%	-0.01	6 / 9	Q3
3Y	+7.30%	+9.98%	-2.68	7 / 8	Q4
4Y	+7.85%	+10.84%	-2.99	8 / 8	Q4
5Y	+7.54%	+9.27%	-1.73	6 / 7	Q4
7Y	+8.31%	+10.81%	-2.50	6 / 7	Q4
10Y	+8.01%	+11.35%	-3.34	6 / 6	Q4
Inception	+7.76%	+11.12%	-3.36	9 / 9	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.44%	-5.60%	+2.16	2 / 8
2025	+5.13%	+4.97%	+0.16	5 / 8
2024	+10.85%	+15.01%	-4.16	7 / 8
2023	+13.34%	+21.24%	-7.90	7 / 7
2022	+2.86%	+0.06%	+2.80	3 / 7
2021	+15.65%	+24.40%	-8.75	6 / 7
2020	+11.62%	+15.63%	-4.01	6 / 7
2019	+3.39%	+9.41%	-6.02	6 / 6
2018	-0.39%	-0.05%	-0.34	4 / 6
2017	+14.71%	+23.47%	-8.77	6 / 7
2016	+10.58%	+7.42%	+3.16	2 / 7

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.30%

152 windows

min -13.0% · max 33.2%

88% positive

3-Year rolling

+8.95%

127 windows

min -1.5% · max 15.2%

99% positive

5-Year rolling

+8.69%

103 windows

min 2.9% · max 13.6%

100% positive

7-Year rolling

+8.34%

79 windows

min 5.0% · max 9.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

6.29%

3-year · annualised

Sharpe ratio

0.12

vs risk-free 6.5%

Sortino ratio

0.19

Downside-only deviation

Max drawdown

-7.06%

Nov 2025 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Children's Fund

Scheme	Fund house	NAV	As of
HDFC Childrens Fund - Direct Plan	HDFC	₹309.1600	3 Jun 2026
ICICI Prudential Children's Fund - Direct Plan	ICICI Prudential	₹356.6400	3 Jun 2026
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA- Direct - IDCW	Aditya Birla Sun Life	₹18.2600	3 Jun 2026
UTI Children's Equity Fund - Direct Plan - IDCW	UTI	₹87.6143	3 Jun 2026
Axis Children's Fund - Lock in - Direct Plan - IDCW	Axis	₹28.7930	3 Jun 2026
Union Children's Fund - Direct Plan - IDCW Option	Union	₹12.5000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹40.3311
2 Jun 2026	₹40.4135
1 Jun 2026	₹40.3464
29 May 2026	₹40.4638
27 May 2026	₹40.6451
26 May 2026	₹40.6319
25 May 2026	₹40.6746
22 May 2026	₹40.4298
21 May 2026	₹40.3620
20 May 2026	₹40.4055

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of UTI Children's Hybrid Fund - Direct Plan is ₹40.3311. It's a Children's Fund from UTI, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

UTI Children's Hybrid Fund - Direct Plan has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

UTI Children's Hybrid Fund - Direct Plan is managed by UTI. It's classified by AMFI under the 'Children's Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Children's Hybrid Fund - Direct Plan has delivered a absolute return of -2.11% — -1.55 pp behind the Children's Fund category average of -0.55%. The fund ranks #6 of 9 in its category — the third (Q3) quartile.

Over the trailing 3-year window, UTI Children's Hybrid Fund - Direct Plan has delivered a CAGR of 7.30% — -2.68 pp behind the Children's Fund category average of 9.98%. The fund ranks #7 of 8 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, UTI Children's Hybrid Fund - Direct Plan has delivered a CAGR of 7.54% — -1.73 pp behind the Children's Fund category average of 9.27%. The fund ranks #6 of 7 in its category — the bottom (Q4) quartile.

₹1 lakh invested in UTI Children's Hybrid Fund - Direct Plan exactly 10 years ago would be worth approximately ₹216,064 today — a multiplier of 2.16×, based on the 10-year CAGR of 8.01%. The category average over the same window would have grown ₹1 lakh to ₹293,031.

A ₹10,000 monthly SIP in UTI Children's Hybrid Fund - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹697,374 today. That's an XIRR (money-weighted annualised return) of 5.95%.

A ₹10,000 monthly SIP for 10 years in UTI Children's Hybrid Fund - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹1,771,768 (multiplier 1.48×). XIRR: 7.56%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, UTI Children's Hybrid Fund - Direct Plan ranks #6 out of 7 funds in the Children's Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.27%; this fund delivered 7.54%.

The worst peak-to-trough decline UTI Children's Hybrid Fund - Direct Plan has experienced over the last 5-year window is 7.30% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, UTI Children's Hybrid Fund - Direct Plan averaged 8.69% (best 13.56%, worst 2.91%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.17 — weak risk-adjusted performance.

In calendar year 2025, UTI Children's Hybrid Fund - Direct Plan returned 5.13% — beating the Children's Fund category average of 4.97% by 0.16 pp. It ranked #5 of 8 in its category that year.

UTI Children's Hybrid Fund - Direct Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI Children's Hybrid Fund - Direct Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 7.3%. 5-year CAGR: 7.54%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.