Should I invest in Tata Childrens Fund?

We don't give personal investment advice. Tata Childrens Fund-Direct Plan-Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.0%. 5-year CAGR: 9.26%.

Tata

Tata Childrens Fund-Direct Plan-Growth Option

Latest NAV

₹61.3206

As of

3 Jun 2026

3,297 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.15%	+0.24%	-0.09	7 / 10	Q3
1W	-2.25%	-1.19%	-1.06	10 / 10	Q4
2W	-0.79%	+0.32%	-1.12	9 / 10	Q4
1M	-1.95%	-0.75%	-1.19	10 / 10	Q4
3M	-3.46%	+0.73%	-4.19	9 / 10	Q4
6M	-9.82%	-3.37%	-6.45	10 / 10	Q4
YTD	-10.07%	-3.31%	-6.76	10 / 10	Q4
1Y	-9.62%	+1.67%	-11.29	10 / 10	Q4
2Y	-1.10%	+5.36%	-6.47	9 / 9	Q4
3Y	+7.84%	+11.95%	-4.11	8 / 8	Q4
4Y	+9.79%	+11.83%	-2.04	6 / 8	Q3
5Y	+9.26%	+11.31%	-2.04	5 / 8	Q3
7Y	+12.26%	+11.10%	+1.16	2 / 7	Q2
10Y	+10.82%	+10.84%	-0.02	4 / 6	Q3
Inception	+11.14%	+12.76%	-1.63	5 / 10	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-10.07%	-3.31%	-6.76	10 / 10
2025	+1.40%	+4.63%	-3.22	9 / 10
2024	+12.67%	+19.20%	-6.53	9 / 9
2023	+27.45%	+22.07%	+5.38	2 / 8
2022	+1.59%	-0.43%	+2.02	4 / 8
2021	+33.93%	+31.52%	+2.41	2 / 8
2020	+22.12%	+17.39%	+4.73	1 / 7
2019	+6.08%	+9.99%	-3.91	5 / 6
2018	-7.60%	-2.04%	-5.56	6 / 6
2017	+23.87%	+24.90%	-1.03	4 / 6
2016	+5.46%	+7.79%	-2.33	4 / 6

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.82%

152 windows

min -24.6% · max 78.9%

80% positive

3-Year rolling

+12.94%

127 windows

min -6.7% · max 28.4%

98% positive

5-Year rolling

+12.69%

103 windows

min -1.3% · max 23.0%

99% positive

7-Year rolling

+12.13%

79 windows

min 5.1% · max 15.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.73%

3-year · annualised

Sharpe ratio

0.15

vs risk-free 6.5%

Sortino ratio

0.22

Downside-only deviation

Max drawdown

-22.05%

Sep 2024 → Mar 2026

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Children's Fund

Scheme	Fund house	NAV	As of
SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH	SBI	₹124.5168	3 Jun 2026
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH	Aditya Birla Sun Life	₹22.3800	3 Jun 2026
Baroda BNP Paribas Children's Fund - Direct Plan - Growth Option	Baroda BNP Paribas	₹10.9697	3 Jun 2026
UTI Children's Equity Fund - Direct Plan - Growth Option	UTI	₹87.4632	3 Jun 2026
Axis Children's Fund - Lock in - Direct Growth	Axis	₹28.8175	3 Jun 2026
LIC MF Children's Fund-Direct Plan-Growth	LIC	₹35.9010	3 Jun 2026
Union Children's Fund - Direct Plan - Growth Option	Union	₹12.5000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹61.3206
2 Jun 2026	₹61.5116
1 Jun 2026	₹61.4202
29 May 2026	₹61.8859
27 May 2026	₹62.7642
26 May 2026	₹62.9263
25 May 2026	₹63.0933
22 May 2026	₹62.3144
21 May 2026	₹62.0853
20 May 2026	₹62.0427

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Tata Childrens Fund-Direct Plan-Growth Option is ₹61.3206. It's a Children's Fund from Tata, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Childrens Fund-Direct Plan-Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Tata Childrens Fund-Direct Plan-Growth Option is managed by Tata. It's classified by AMFI under the 'Children's Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Childrens Fund-Direct Plan-Growth Option has delivered a absolute return of -9.62% — -11.29 pp behind the Children's Fund category average of 1.67%. The fund ranks #10 of 10 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Tata Childrens Fund-Direct Plan-Growth Option has delivered a CAGR of 7.84% — -4.11 pp behind the Children's Fund category average of 11.95%. The fund ranks #8 of 8 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Tata Childrens Fund-Direct Plan-Growth Option has delivered a CAGR of 9.26% — -2.04 pp behind the Children's Fund category average of 11.31%. The fund ranks #5 of 8 in its category — the third (Q3) quartile.

₹1 lakh invested in Tata Childrens Fund-Direct Plan-Growth Option exactly 10 years ago would be worth approximately ₹279,414 today — a multiplier of 2.79×, based on the 10-year CAGR of 10.82%. The category average over the same window would have grown ₹1 lakh to ₹279,992.

A ₹10,000 monthly SIP in Tata Childrens Fund-Direct Plan-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹688,525 today. That's an XIRR (money-weighted annualised return) of 5.44%.

A ₹10,000 monthly SIP for 10 years in Tata Childrens Fund-Direct Plan-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,072,041 (multiplier 1.73×). XIRR: 10.53%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Childrens Fund-Direct Plan-Growth Option ranks #5 out of 8 funds in the Children's Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.31%; this fund delivered 9.26%.

The worst peak-to-trough decline Tata Childrens Fund-Direct Plan-Growth Option has experienced over the last 5-year window is 22.05% — its NAV fell from a high on 23 Sep 2024 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Childrens Fund-Direct Plan-Growth Option averaged 12.69% (best 22.98%, worst -1.29%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2025, Tata Childrens Fund-Direct Plan-Growth Option returned 1.40% — lagging the Children's Fund category average of 4.63% by 3.22 pp. It ranked #9 of 10 in its category that year.

Tata Childrens Fund-Direct Plan-Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Tata Childrens Fund-Direct Plan-Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.0%. 5-year CAGR: 9.26%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.