NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹NaN
0.28%
NAV as on Datlid , 12:NaN AM
very high risk
children
equity
NAV as on Datlid , 12:NaN AM
very high risk
children
equity
15.35%p.a.
Last 1Y
11.38%p.a.
Last 3Y
16.53%p.a.
Last 5Y
10.84%p.a.
Since Inception
About UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal scheme from UTI Asset Management Co Ltd. It is a Children mutual fund scheme that predominantly invests in Children stocks of companies. Launched on Mar 2004, UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal is Children fund of its category with 1,121.68 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Children funds.
- UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal delivered 15.3% annual returns during the last year. It has delivered 10.8% average annual returns since the fund was launched.
- UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
HDFC Bank Ltd
8.19%
ICICI Bank Ltd
8.05%
Infosys Ltd
5.71%
Bharti Airtel Ltd
4.68%
Axis Bank Ltd
3.18%
Godrej Consumer Products Ltd
2.38%
Avenue Supermarts Ltd
2.20%
UltraTech Cement Ltd
2.18%
Whirlpool of India Ltd
2.06%
Bajaj Finance Ltd
1.96%
Fund Managers
- Vishal Chopda (Aug 2019 - Present)
Key Information
View Scheme Document
UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal SIP Calculator
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NRI Mutual Fund Tax on UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Children's Equity Fund Plan Payout of Income Distribution cum capital withdrawal
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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