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Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth
Hybrid
Direct
Children
NAV: ₹ 27.99 as on 31-05-2018
Fund Performance
About the Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth is a hybrid fund. This fund was started on 7 July, 2014. The fund is managed by Amey Sathe. This fund gives you the benefit of diversification.
Key Parameters
- Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth has ₹326 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 2.2.
Overview
 | 2.16% |
 Benchmark | IISL Nifty 500 TR INR |
 | ₹326 Cr |
 | 7 July, 2014 |
 | --/-- |
 Exit Load | 1% |
 | 5 Years |
 TurnOver | 9.56% |
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
53.3%
Small cap
23.8%
Mid cap
18.6%
Sector Allocation
Financial Services
29.2%
Consumer Defensive
12.3%
Consumer Cyclical
12%
Industrial
11.4%
Tech
11.1%
Basic Materials
7.6%
Energy
6%
Health
5.4%
Real Estate
1.9%
Communication
1.7%
Utilities
1.4%
Top Holdings of Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth as on (31-Mar-24)
Equity Holdings54
Debt Holdings1
Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 326.5 Cr as of Mar'24
- AUM decreased by 5.2 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Fund Manager
Amey Sathe
Fund Manager of Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth, since 9 March 2021
Top funds managed
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 12.25% since inception which is less than its category average return of 12.39%
Fund Allocations
This fund has an allocation of 95.75% in Equity, 0.86% in Debt and 3.39% in Cash related instruments
AUM size ₹326 Cr
This fund has AUM of ₹326 Cr which is less than its category average of ₹ 1505 Cr
Expense Ratio 2.16%
This fund has an expense ratio of 2.16% which is more than its category average expense ratio of 1.68%
Frequently Asked Questions
The current NAV of Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth is ₹27.99 as on 31-May-2018.
Existing (Absolute + CAGR) as on 31-May-2018.
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -1.71% | -1.71% |
6 Month Returns | 0.33% | 0.33% |
1 Year Returns | 9.04% | 9.04% |
3 Years Returns | 29.26% | 8.93% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
2.16% as on March 2024
₹326 Cr as on March 2024
HDFC Bank Ltd(6.53%), ICICI Bank Ltd(5.02%), Reliance Industries Ltd(5.01%), Infosys Ltd(4.02%), Tata Consultancy Services Ltd(3.62%) as on March 2024
Financial Services(28%), Consumer Defensive(11.74%), Consumer Cyclical(11.47%) as on March 2024
Amey Sathe is the fund manager of Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth
The Exit load of Tata Young Citizens Fund [> 3 years upto 7 years] Direct Plan Growth is 1%