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Children's FundregulargrowthVery High

Tata Childrens Fund -Regular Plan-Growth Option

Tata Mutual Fund

#11 of 11 (1Y)

₹55.3612

0.79 (-1.40%)

NAV as of 29 May 2026

Option:Growth₹55.3612Growth₹61.8859
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹55.3612

0.79 (-1.40%)

29 May 2026

AMFI: 101491

Direct · Growth

₹₹61.8859

0.88 (-1.40%)

29 May 2026

AMFI: 119312

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.08%
1 Month-1.82%
3 Months-5.01%
6 Months-9.28%
1 Year-8.31%
3 Years (CAGR)+8.58%
5 Years (CAGR)+9.55%
10 Years (CAGR)+10.32%
Since Inception (Aug 1995)+5.78%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-10.41%
3 Year SIP+0.02%
5 Year SIP+5.64%
Since Inception (Aug 1995)+6.82%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,83,500

Invested

₹5,90,399

Value today

6.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

500 lumpsum at launch — value today

Invested on the fund's first NAV date

₹500

Invested

₹2,768

Value today

5.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus would have been exhausted — fund volatility too high for this rate

₹10,00,000

Initial corpus

₹15,18,832

Withdrawn

₹0 (exhausted)

Corpus left

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹32,05,789

Value today

-3.5%

vs lumpsum

Direct lumpsum would have beaten STP by 3.5% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,11,645

Value today

3.1×

Multiple

Staying invested through that crash turned ₹1L into ₹3,11,645 — a 3.1× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,05,781

Regular plan

₹1,01,590

Direct earns ₹4,191 more on a ₹60K investment0.70% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseTata Mutual Fund
CategoryChildren's Fund
Plan Typeregular
Optiongrowth
AUM₹341 Cr
Expense Ratio2.53%
Min SIP₹500
Min Lumpsum₹500
Launch Date30 Aug 1995
AMFI Code101491

Risk Metrics

Trailing 1 year, annualised

-0.89

Sharpe Ratio

Alpha

Beta

-0.86

Sortino

13.45%

Std Dev

-19.39%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity2 holdings · 4.1%
Security% NAV

BROOKFIELD INDIA REAL ESTATE TRUST

INE0FDU25010

2.15%

BROOKFIELD INDIA REAL ESTATE TRUST

INE0FDU25010

1.97%
Other48 holdings · 134.2%
Security% NAV

HDFC BANK LTD

INE040A01034

6.31%

HDFC BANK LTD

INE040A01034

6.06%

RELIANCE INDUSTRIES LTD

INE002A01018

5.79%

RELIANCE INDUSTRIES LTD

INE002A01018

5.62%

ICICI BANK LTD

INE090A01021

4.00%

ICICI BANK LTD

INE090A01021

3.81%

LARSEN & TOUBRO LTD

INE018A01030

3.64%

MARICO LTD

INE196A01026

3.54%

KOTAK MAHINDRA BANK LTD

INE237A01036

3.51%

LARSEN & TOUBRO LTD

INE018A01030

3.49%

KOTAK MAHINDRA BANK LTD

INE237A01036

3.47%

TITAN COMPANY LTD

INE280A01028

3.44%

TITAN COMPANY LTD

INE280A01028

3.41%

MARICO LTD

INE196A01026

3.39%

AXIS BANK LTD

INE238A01034

3.18%

AXIS BANK LTD

INE238A01034

3.16%

CITY UNION BANK LTD

INE491A01021

3.10%

CITY UNION BANK LTD

INE491A01021

3.02%

HINDUSTAN UNILEVER LTD

INE030A01027

2.73%

HINDUSTAN UNILEVER LTD

INE030A01027

2.72%

INFOSYS LTD

INE009A01021

2.63%

DR REDDYS LABORATORIES LTD

INE089A01031

2.50%

TATA CONSUMER PRODUCTS LTD

INE192A01025

2.42%

DR REDDYS LABORATORIES LTD

INE089A01031

2.40%

TATA CONSUMER PRODUCTS LTD

INE192A01025

2.36%

ICICI LOMBARD GENERAL INSURANCE CO. LTD

INE765G01017

2.27%

INFOSYS LTD

INE009A01021

2.27%

TATA CONSULTANCY SERVICES LTD

INE467B01029

2.19%

ITC LTD

INE154A01025

2.15%

ITC LTD

INE154A01025

2.14%

ICICI LOMBARD GENERAL INSURANCE CO. LTD

INE765G01017

2.13%

CAN FIN HOMES LTD

INE477A01020

2.10%

TATA CONSULTANCY SERVICES LTD

INE467B01029

2.09%

CAN FIN HOMES LTD

INE477A01020

2.09%

HDFC LIFE INSURANCE CO. LTD

INE795G01014

1.96%

SHREE CEMENT LTD

INE070A01015

1.91%

DCB BANK LTD

INE503A01015

1.89%

UNITED SPIRITS LTD

INE854D01024

1.86%

UNITED SPIRITS LTD

INE854D01024

1.84%

SHREE CEMENT LTD

INE070A01015

1.83%

HDFC LIFE INSURANCE CO. LTD

INE795G01014

1.77%

DCB BANK LTD

INE503A01015

1.76%

METROPOLIS HEALTHCARE LTD

INE112L01020

1.73%

METROPOLIS HEALTHCARE LTD

INE112L01020

1.73%

GRAVITA INDIA LTD

INE024L01027

1.72%

MRF LTD

INE883A01011

1.70%

CESC LTD

INE486A01021

1.70%

JUPITER LIFE LINE HOSPITALS LTD

INE682M01012

1.68%

Performance Comparison

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Investment Objective

Tata Childrens Fund -Regular Plan-Growth Option by Tata Mutual Fund is a Children's Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Children's Fund category.

About This Fund

Tata Childrens Fund -Regular Plan-Growth Option is a Children's Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 30 years. It manages assets worth ₹341 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.53%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • Parents or guardians planning for their child's future education and other goals
  • SIP investors who can benefit from rupee cost averaging during market fluctuations