Tata Children’s Fund [After 7 years]

Tata Children’s Fund [After 7 years] is a hybrid fund. This fund was started on 25 September, 2009. The fund is managed by Amey Sathe. This fund gives you the benefit of diversification.

1. Tata Children’s Fund [After 7 years] has ₹376 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 2.6.
   

Tata Children’s Fund [After 7 years] has given a CAGR return of 5.87% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.17%, 18.50% and 20.80% respectively.

Tata Children’s Fund [After 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.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Tata Children’s Fund [After 7 years] of 5 Years