Which funds are similar to UTI Childrens Hybrid Fund-Direct Plan?
Funds similar to UTI Childrens Hybrid Fund-Direct Plan in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, 360 ONE Balanced Hybrid Fund Direct-Growth, and Franklin India Retirement Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Childrens Hybrid Fund-Direct Plan in its category?
On a 3-year return basis UTI Childrens Hybrid Fund-Direct Plan is ranked 3 out of 3 funds in the Hybrid: Balanced Hybrid category as of 16 Jul 2026. On a 5-year return basis it ranks 3 out of 3. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Childrens Hybrid Fund-Direct Plan's expense ratio compare to similar funds?
UTI Childrens Hybrid Fund-Direct Plan has an expense ratio of 1.47%. The peers UTI Retirement Fund Direct has an expense ratio of 1.10% and 360 ONE Balanced Hybrid Fund Direct-Growth has 0.62%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Childrens Hybrid Fund-Direct Plan's AUM compare to similar funds?
UTI Childrens Hybrid Fund-Direct Plan has an AUM of ₹4,388.42 crore. The peers UTI Retirement Fund Direct has an AUM of ₹4,698.33 crore and 360 ONE Balanced Hybrid Fund Direct-Growth has ₹743.03 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Balanced Hybrid?
The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is UTI Retirement Fund Direct with a CAGR of 9.97% as of 16 Jul 2026. UTI Childrens Hybrid Fund-Direct Plan has delivered 7.45% CAGR over the same period, ranking 3 out of 3 funds. You can view and compare the full category ranking on sharpely.
How does UTI Childrens Hybrid Fund-Direct Plan rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Childrens Hybrid Fund-Direct Plan has a Sharpe ratio of 0.25 compared to the Hybrid: Balanced Hybrid average of 0.46 as of 16 Jul 2026. It ranks 3 out of 3 funds in its category on Sharpe ratio.
