AS
Amey SatheFund Manager Since 9 Mar 2021
AllocationChildren
Tata Children’s Fund (After 7 years) Direct Plan Growth
3Y Annualised
11.74%
-1.19% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.56%
-1.19% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 3 months
NIFTY 50
5 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹364.80 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
Compulsory Lock-in Option (5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, Exit load is 1%
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
UTI Children's Equity Fund Regular Plan Payout of Income Distribution cum capital withdrawal
1.35%
2nd
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan Direct Reinvestment Inc Dist cum Cap Wdrl
0.06%
3rd
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan Direct Growth
0.06%
4th
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan Direct Payout Inc Dist cum Cap Wdrl
0.06%
5th
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan Regular Growth
0.06%
47th
Tata Children’s Fund (After 7 years) Direct Plan Growth
-5.56%
Fund Managers
About Tata Children’s Fund (After 7 years) Direct Plan Growth
Tata Children’s Fund (After 7 years) Direct Plan Growth is a Allocation mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Tata Children’s Fund (After 7 years) Direct Plan Growth has ₹364.80 Cr worth of assets under management (AUM) as of Sun Jan 25 2026. The latest Net Asset Value (NAV) of Tata Children’s Fund (After 7 years) Direct Plan Growth as of Fri Jan 23 2026 is ₹64.6025. The fund has an expense ratio of 2.07%, which is medium comparable to most other Allocation funds.
Tata Children’s Fund (After 7 years) Direct Plan Growth returns for the last 1 year are -0.17%. Since launch, it has delivered 11.90% average annual returns.
The Tata Children’s Fund (After 7 years) Direct Plan Growth has the majority of its money invested in Financial Services, Energy, Industrials, Technology, Consumer Cyclical, Consumer Defensive sectors.
Top 5 Holdings of Tata Children’s Fund (After 7 years) Direct Plan Growth.
- HDFC Bank Ltd: 7.06%
- Reliance Industries Ltd: 5.60%
- ICICI Bank Ltd: 3.68%
- Kotak Mahindra Bank Ltd: 3.62%
- Larsen & Toubro Ltd: 3.36%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Children’s Fund (After 7 years) Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
