ReviewDirect · Growth
Tata Childrens Fund
Tata Mutual FundSolution Oriented Scheme - Children’s Fund13.7 years
- NAV
- 60.4229
- 15 Sept 2026
- 1Y
- -11.1%
- Trailing CAGR
- AUM
- ₹13.38 Cr
- 30 Jun 2026
- Volatility
- Medium
- 12.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-11.1%
- 3Y+3.4%
- 5Y+5.9%
- 10Y+10.0%
- SI+10.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-12.1%
- 3Y-3.5%
- 5Y+3.7%
- 10Y+9.7%
- Since inception
- +10.8%
- Calendar-day CAGR
- Excess 1Y
- -15.4%
- Category median, same plan and option
- 3Y win rate
- +48%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -7.9%
- 2634 daily-ending windows
- Median rolling 3Y
- +13.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2144 daily-ending windows
- SIP 3Y XIRR
- -3.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 165 recovered episodes
- Longest recovery
- 198 days
- Trough to prior peak
- Current spell
- 722 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
28 Aug 2018 – 7 Oct 2020
Trough 23 Mar 2020 · recovered in 198 days
-33.8%
23 Sept 2024 – open
Trough 31 Mar 2026 · not recovered
-22.0%
18 Oct 2021 – 30 Nov 2022
Trough 17 Jun 2022 · recovered in 166 days
-18.3%
20 Oct 2015 – 7 Jun 2016
Trough 25 Feb 2016 · recovered in 103 days
-9.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
45
Risk-adjusted
49
Drawdown
15
Mean
22
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HDFC Children's Fund
HDFC Mutual Fund
- 1Y
- -0.4%
- 3Y
- +8.3%
- Vol
- 10.8%
- Max DD
- -28.9%
- Sharpe
- 0.84
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI Children's Fund - Investment Plan
SBI Mutual Fund
- 1Y
- +13.7%
- 3Y
- +20.4%
- Vol
- 12.6%
- Max DD
- -15.7%
- Sharpe
- 1.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Children's Fund
ICICI Prudential Mutual Fund
- 1Y
- -3.1%
- 3Y
- +11.6%
- Vol
- 12.7%
- Max DD
- -31.1%
- Sharpe
- 0.64
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI CHILDREN'S FUND - SAVINGS PLAN
SBI Mutual Fund
- 1Y
- +8.8%
- 3Y
- +11.5%
- Vol
- 5.4%
- Max DD
- -14.4%
- Sharpe
- 1.22
- 3Y win
- +54%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Children's Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.6%
- 3Y
- n/a
- Vol
- 13.2%
- Max DD
- -12.6%
- Sharpe
- 0.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility