NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

UTI Children's Hybrid Fund- Plan for NRI [40.44]

Min Investment

1,000

Fund Size

4,436.92 Cr

Expense Ratio

1.8%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

40.44

-0.33%

NAV as on 13 Feb 26, 12:00 AM

high risk

balanced hybrid

hybrid

NAV as on 13 Feb 26, 12:00 AM

high risk

balanced hybrid

hybrid

6.12%p.a.

Last 1Y

9.46%p.a.

Last 3Y

8.52%p.a.

Last 5Y

9.97%p.a.

Since Inception

About UTI Children's Hybrid Fund- Plan for NRIs

NRIs can achieve long-term capital appreciation by investing in the UTI Children's Hybrid Fund- Plan scheme from UTI Asset Management Company Private Limited. It is a Balanced Hybrid mutual fund scheme that predominantly invests in Balanced Hybrid stocks of companies. Launched on Jul 1993, UTI Children's Hybrid Fund- Plan is Balanced Hybrid fund of its category with 4,436.92 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Balanced Hybrid funds.

  • UTI Children's Hybrid Fund- Plan delivered 6.1% annual returns during the last year. It has delivered 10.0% average annual returns since the fund was launched.
  • UTI Children's Hybrid Fund- Plan scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid

Fund Objective

The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation.

Top 10 Holdings

Hanuman Tea Co. Ltd

0.00%

Net Current Assets

3.51%

Clearing Corporation of India CP

0.06%

Willard Storage Battery Ltd Equity

0.00%

Dewan Housing Finance Corporation Ltd Debenture 6.75 26/09/2031

0.40%

GOI Sec 7.41 19/12/2036

1.15%

GOI Sec 7.18 24/07/2037

2.64%

JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD7 7.90 LOA 10AG28 FVRS1LAC

0.67%

GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100

3.86%

UTI Nifty 5 yr Benchmark G-Sec ETF - Growth

0.10%

Fund Managers

  1. Sunil Madhukar Patil (Dec 2021 - Present)
  2. Sachin Trivedi (Jun 2025 - Present)
  3. Anurag Mittal (Nov 2025 - Present)

Key Information

View Scheme Document

UTI Children's Hybrid Fund- Plan SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on UTI Children's Hybrid Fund- Plan

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in UTI Children's Hybrid Fund- Plan?

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 Hybrid Fund- Plan
  • 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

Frequently Asked Questions