Tata Children's Fund (After 7 Years) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Tata Children's Fund (After 7 Years) (32100) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Tata Children's Fund (After 7 Years)
Tata Asset Management Ltd
The investment objective of the Scheme is to generate long term capital growth. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Below Average
Tata Children's Fund (After 7 Years) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 1.71% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.07% |
| Reliance Industries Ltd | Refineries | 4.87% |
| ICICI Bank Ltd | Banks | 3.99% |
| Infosys Ltd | IT - Software | 3.25% |
| Kotak Mahindra Bank Ltd | Banks | 3.20% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.94% |
| Net CA & Others | Debt Others | 2.87% |
| Reverse Repo | Debt Others | 2.80% |
| Hindustan Unilever Ltd | FMCG | 2.72% |
| ITC Ltd | Tobacco Products | 2.50% |
Sector Breakdown
Compare against Childrens Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Childrens Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Childrens Fund category
Tata Children's Fund (After 7 Years) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Children's Fund - Direct | ₹363.55 | 17.87% | 3.59% | 19.24% |
| ICICI Pru Children's Fund - Regular | ₹330.10 | 17.44% | 2.86% | 18.37% |
| HDFC Children's Fund - Direct (G) | ₹327.54 | 11.21% | -0.23% | 15.65% |
| HDFC Children's Fund - Regular (G) | ₹294.75 | 10.75% | -1.05% | 14.69% |
| SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | ₹120.03 | 5.84% | 4.12% | 12.72% |
| SBI Magnum Children's Benefit Fund - Savings Plan (G) | ₹110.01 | 5.64% | 3.74% | 12.33% |
| UTI-Children's Equity Fund - Direct (IDCW) | ₹95.95 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (G) | ₹95.79 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (Scholarship) | ₹95.79 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - (IDCW) | ₹86.02 | 13.30% | -5.17% | 12.00% |
Category Average Returns
Amey Sathe
A seasoned investment professional with over 26 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.