Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Hybrid
Direct
Very High Risk
Children

NAV: ₹ 45.2 as on 02-12-2021

About the Fund

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is a hybrid fund. This fund was started on  1 January, 2013. The fund is managed by Amey Sathe. This fund gives you the benefit of diversification.

Key parameters

1) Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has a NAV of 45.1868 as on 03-Dec-2021.

2) Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has 277 Cr worth of assets under management (AUM) as on 03-Dec-2021 and is less than category average.

3) The fund has an expense ratio 2.03 %.

Fund Overview

Expense ratio
Expense ratio
2.03%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹277 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹0/₹0
Exit Load
Exit Load
1%
Lock In
Lock In
5 Years
TurnOver
TurnOver
0%

Fund Distribution

  • Equity 98.9%
  • Debt & Cash 1.1%
Size breakup
Large cap
73.63%
Mid cap
20.87%
Small cap
5.51%
Sector Allocation
Financial Services30.3%
Tech17.3%
Defensive10.3%
Basic Materials9%
Health7.7%
Industrial7.2%
Energy7%
Cyclical6.5%
Communication2.4%
Utilities2.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings2
ICICI Bank Ltd
ICICI Bank Ltd
8%
Reliance Industries Ltd
Reliance Industries Ltd
6.9%
HDFC Bank Ltd
HDFC Bank Ltd
5.8%
Infosys Ltd
Infosys Ltd
5.3%
Tata Consultancy Services Ltd
Tata Consultancy Services Ltd
3.9%
Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd
3.2%
Titan Co Ltd
Titan Co Ltd
3.1%
Housing Development Finance Corp Ltd
Housing Development Finance Corp Ltd
2.7%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 13.3% since inception which is less than its category average return of 16.06%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.9% in Equity, 0% in Debt and 1.1% in Cash related instruments
AUM size ₹277 Cr

AUM size ₹277 Cr

This fund has AUM of ₹277 Cr which is less than its category average of ₹ 1105 Cr
Expense Ratio 2.03%

Expense Ratio 2.03%

This fund has an expense ratio of 2.03% which is more than its category average expense ratio of 1.84%

AMC details

Fund House
Tata Asset Management Limited
Email
kiran@tataamc.com
Phone
+912266578282
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Frequently Asked Questions

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