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Tata Children’s Fund [> 3 years upto 7 years]
Get the latest NAV of Tata Children’s Fund [> 3 years upto 7 years]. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹27.99
▲0.1%1D
NAV as on 31 May 2018
12.25%/per year
Since Inception
▲▼
Tata Children’s Fund [> 3 years upto 7 years] Performance vs. Hybrid Equity Index
Fund returns vs Benchmark returns vs Category Average returns as on (31-May-18)
The fund has outperformed the benchmark (Hybrid Equity Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Tata Children’s Fund [> 3 years upto 7 years] Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Children’s Fund [> 3 years upto 7 years] Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Tata Children’s Fund [> 3 years upto 7 years] Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Defensive & Consumer Cyclical
Financial Services
34%
Consumer Defensive
13%
Consumer Cyclical
12%
Financial Services
34%
Consumer Defensive
12%
Consumer Cyclical
11%
Tata Children’s Fund [> 3 years upto 7 years] Holdings Details
as on (28-Feb-26)
Tata Children’s Fund [> 3 years upto 7 years] Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.99% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹344 Cr |
| Inception Date | 7 July, 2014 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | 5 Years |
TurnOver | 39.66% |
| Risk |   Very High Risk |
About Tata Children’s Fund [> 3 years upto 7 years]
Tata Children’s Fund [> 3 years upto 7 years] is a hybrid fund. This fund was started on 7 July, 2014. The fund is managed by Rahul Singh. This fund gives you the benefit of diversification.
Key Parameters
- Tata Children’s Fund [> 3 years upto 7 years] has ₹344 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 2.
Returns
Tata Children’s Fund [> 3 years upto 7 years] has given a CAGR return of 12.25% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 9.04% and 8.93% respectively.
Holdings
Tata Children’s Fund [> 3 years upto 7 years] has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Defensive, Consumer Cyclical, Industrial, Basic Materials, Health, Energy, Tech, Utilities, Real Estate, Communication.
Taxation
As it is a children mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Tata Children’s Fund [> 3 years upto 7 years]
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for Tata Children’s Fund [> 3 years upto 7 years] of 5 Years
Fund Manager
Rahul Singh
Fund Manager of Tata Children’s Fund [> 3 years upto 7 years], since 31 October 2025
- AUM of the fund stands at 344.1 Cr as of Feb'26
- AUM decreased by 5.1 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Tata Children’s Fund [> 3 years upto 7 years]
How do I invest in Tata Children’s Fund [> 3 years upto 7 years]?
- Download the INDmoney app.
- Search for ‘Tata Children’s Fund [> 3 years upto 7 years]’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.