Which funds are similar to Tata Childrens Direct?
Funds similar to Tata Childrens Direct in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexi Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Childrens Direct in its category?
On a 3-year return basis Tata Childrens Direct is ranked 51 out of 52 funds in the Equity: Flexi Cap category as of 6 Sep 2026. On a 5-year return basis it ranks 37 out of 38. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Childrens Direct's expense ratio compare to similar funds?
Tata Childrens Direct has an expense ratio of 1.84%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.69% and HDFC Flexi Cap Direct Plan-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Childrens Direct's AUM compare to similar funds?
Tata Childrens Direct has an AUM of ₹334.58 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,48,429 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,10,736 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Flexi Cap?
The top performing fund in the Equity: Flexi Cap category on a 3-year basis is SBI Childrens Fund - Investment Plan Direct-Growth with a CAGR of 21.20% as of 6 Sep 2026. Tata Childrens Direct has delivered 4.63% CAGR over the same period, ranking 51 out of 52 funds. You can view and compare the full category ranking on sharpely.
How does Tata Childrens Direct rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Childrens Direct has a Sharpe ratio of 0.06 compared to the Equity: Flexi Cap average of 0.56 as of 6 Sep 2026. It ranks 53 out of 54 funds in its category on Sharpe ratio.
