Comprehensive analysis of Tata Children's Fund - Direct (16327) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 1.06% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| 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% |
Compare against Childrens Fund category average
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
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Children's Fund - Direct | ₹361.34 | 17.87% | 3.59% | 19.24% |
| ICICI Pru Children's Fund - Regular | ₹328.37 | 17.44% | 2.86% | 18.37% |
| HDFC Children's Fund - Direct (G) | ₹322.48 | 11.21% | -0.23% | 15.65% |
| HDFC Children's Fund - Regular (G) | ₹290.48 | 10.75% | -1.05% | 14.69% |
| SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | ₹119.43 | 5.84% | 4.12% | 12.72% |
| SBI Magnum Children's Benefit Fund - Savings Plan (G) | ₹109.51 | 5.64% | 3.74% | 12.33% |
| UTI-Children's Equity Fund - Direct (IDCW) | ₹93.89 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (G) | ₹93.73 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (Scholarship) | ₹93.73 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - (IDCW) | ₹84.27 | 13.30% | -5.17% | 12.00% |
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