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Snapshot
Snapshot
Tata Children's Fund (After 7 Years)
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Summary
Fund Name : Tata Mutual Fund
Scheme Name : Tata Children's Fund (After 7 Years)
AMC : Tata Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 02-Jan-00
Fund Manager : RahulSingh
Net Assets:(Rs. cr) 334.58
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.35 -0.19 0.68 -4.31 -7.66 5.22 7.38 4.29
Category Avg 0.04 2.98 4.65 2.72 6.02 11.38 10.54 11.64
Category Best 1.52 6.27 9.70 17.06 27.29 23.41 22.69 33.27
Category Worst -1.06 -0.52 -1.43 -5.70 -7.66 0.36 3.80 0.97
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9641 4.3632 0.0783 -5.9419 -0.0475
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 8.69
HDFC Bank 5.15
Federal Bank 3.48
Lenskart Solut. 3.11
PB Fintech. 2.85
TVS Motor Co. 2.72
GE Vernova T&D 2.51
Lupin 2.46
ICICI AMC 2.12
JSW Steel 2.06
Meesho 2.02
Piramal Finance. 1.85
FSN E-Commerce 1.82
HDFC AMC 1.79
Aditya Infotech 1.72
Axis Bank 1.70
Polycab India 1.67
M & M 1.61
Titagarh Rail 1.58
Hindalco Inds. 1.23
Mankind Pharma 1.22
CG Power & Ind 1.18
Tata Consumer 1.17
Ather Energy 1.16
ITC 1.15
Billionbrains 1.12
City Union Bank 1.10
Hitachi Energy 1.08
Nippon Life Ind. 1.02
M & M Fin. Serv. 1.01
Sedemac Mechatro 0.98
A B B 0.93
Gland Pharma 0.91
Indian Bank 0.90
Interglobe Aviat 0.85
Sun Pharma.Inds. 0.72
Thermax 0.70
Tenneco Clean 0.66
O N G C 0.61
NTPC 0.41
Reliance Industr 0.37
PNB Housing 0.35
Bharti Airtel 0.31
BSE 0.26
Siemens 0.24
Divi's Lab. 0.15
Persistent Syste 0.14
SBI 0.07
Britannia Inds. 0.06
Safari Inds. 0.05
Multi Comm. Exc. 0.05
Dixon Technolog. 0.04
Max Healthcare 0.04
Tata Power Co. 0.03
Larsen & Toubro 0.03
Shriram Finance 0.02
B H E L 0.02
UltraTech Cem. 0.02
Godrej Consumer 0.02
Bharat Electron 0.01
Power Grid Corpn 0.01
Infosys 0.00
Cholaman.Inv.&Fn 0.00
Blue Star 0.00
Bajaj Housing 1.67
N A B A R D 1.62
Bajaj Finance 1.62
Power Fin.Corpn. 0.85
REC Ltd 0.83
S I D B I 0.82
UltraTech Cem. 0.81
Reliance Industr 0.53
I R F C 0.34
GSEC2035 6.48 1.05
GSEC2036 0.83
GSEC2030 6.01 0.80
GSEC2040 6.68 0.79
GSEC2033 0.17
GSEC2065 0.15
TREPS 3.23
INDIA UNIVERSAL TRUST AL1 - SERIES-A2 0.60
Net CA & Others -1.10
HSBC Mutual Fund 8.83
HDFC Mutual Fund 1.63
ICICI Bank 0.62
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