Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Hybrid
Direct
Children
NAV: ₹ 53.8 as on 27-09-2023
Fund Performance
7 people have invested ₹ 5K in Tata Young Citizens' Fund (After 7 years) Direct Plan Growth in the last three months
Fund Insights
In the last 1 year, SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth has given 25.54% return, outperforming this fund by 3.87%.
In the last 5 years, HDFC Childrens Gift Fund Direct Plan(Lock-in) has given 15.9% return, outperforming this fund by 0.15% per annum.
In the last 3 years, this fund has outperformed all funds in its category.
Over the last 6 months, this fund has experienced a 15.5% growth in AUM moving from 257.85 Cr to 297.74 Cr.
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
- Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has ₹298 Cr worth of assets under management (AUM) as on Aug 2023 and is less than category average.
- The fund has an expense ratio 2.2.
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Overview
 | 2.17% |
 Benchmark | IISL Nifty 500 TR INR |
 | ₹298 Cr |
 | 1 January, 2013 |
 | ₹0/₹0 |
 Exit Load | 1% |
 | 5 Years |
 TurnOver | 9.56% |
Fund Distribution as on (31-Aug-23)
Size breakup
Large cap
55.5%
Small cap
21.5%
Mid cap
18.8%
Sector Allocation
Financial Services
32.2%
Consumer Defensive
12.6%
Tech
11.8%
Industrial
11.6%
Consumer Cyclical
11.5%
Basic Materials
9.5%
Health
5.4%
Energy
5.1%
Real Estate
0.3%
Top Holdings of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth as on (31-Aug-23)
Equity Holdings51
Debt Holdings1
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 297.7 Cr as of Aug'23
- AUM increased by 1.2 Cr between Aug'23 and Jul'23
Fund Portfolio Changes
Peer Analysis
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Fund Manager
Amey Sathe
Fund Manager of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth, since 9 March 2021
Top funds managed
Fund 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 12.72% since inception which is more than its category average return of 12.22%
Fund Allocations
This fund has an allocation of 95.85% in Equity, 0.82% in Debt and 3.32% in Cash related instruments
AUM size ₹298 Cr
This fund has AUM of ₹298 Cr which is less than its category average of ₹ 1439 Cr
Expense Ratio 2.17%
This fund has an expense ratio of 2.17% which is more than its category average expense ratio of 1.75%
Frequently Asked Questions
The current NAV of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is ₹53.81 as on 27-Sep-2023.
Existing (Absolute + CAGR) as on 27-Sep-2023.
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.9% | 1.9% |
6 Month Returns | 22.05% | 22.05% |
1 Year Returns | 21.68% | 21.68% |
3 Years Returns | 95.34% | 25% |
5 Years Returns | 107.75% | 15.75% |
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.
2.17% as on August 2023
₹298 Cr as on August 2023
HDFC Bank Ltd(7.77%), Reliance Industries Ltd(4.85%), ICICI Bank Ltd(4.83%), Infosys Ltd(4.22%), Tata Consultancy Services Ltd(3.52%) as on August 2023
Financial Services(30.88%), Consumer Defensive(12.09%), Tech(11.31%) as on August 2023
Amey Sathe is the fund manager of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
The Exit load of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is 1%