Tata Childrens Fund -Regular Plan-Growth Option
(Erstwhile Tata Young Citizens Fund -Regular Plan-Growth Option)
Fund House: Tata Mutual Fund| Category: Childrens Fund |
| Launch Date: 14-10-1995 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 500 TRI |
| TER: 2.6% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 301.69 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 19.3% | Exit Load: If redeemed before child attains 18 years of age, Exit load is 1% 1 |
56.3891
0.57 (1.0098%)
12.21%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.64 |
| Sharpe Ratio | 0.08 |
| Alpha | -5.44 |
| Beta | 0.98 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Tata Childrens Fund -Regular Plan-Growth Option | 14-10-1995 | -4.34 | 0.59 | 10.2 | 10.63 | 10.38 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 16.37 | 16.86 | 24.03 | 25.63 | - |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 10.03 | - | - | - | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 8.78 | 5.56 | 14.6 | 9.81 | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 7.49 | 5.92 | 17.41 | 14.51 | 12.31 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 6.82 | 6.86 | - | - | - |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 4.74 | 8.84 | 12.02 | 11.25 | 11.01 |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 3.56 | 3.02 | 10.85 | 8.88 | 7.78 |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 2.83 | 6.98 | 10.08 | 8.5 | 9.62 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 2.83 | 6.98 | 10.08 | 8.5 | 9.61 |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
32.2%
Others
2.24%
Large Cap
54.33%
Mid Cap
11.23%
