Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth

Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth

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Hybrid
Direct
Children
NAV: ₹ 27.99 as on 31-05-2018
Fund Performance

Mutual Fund Insights

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In the last 1 year, ICICI Prudential Child Care Fund (Gift Plan) Direct Plan has given 43.58% return, outperforming this fund by 34.54%.
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In the last 3 years, SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth has given 35.42% return, outperforming this fund by 26.49% per annum.
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In the last 5 years, Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has given 18.79% return, outperforming this fund by 5.67% per annum.

About the Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth

Tata Young Citizens Fund [Upto 3 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 [Upto 3 years] Direct Plan Growth has ₹332 Cr worth of assets under management (AUM) as on Jan 2024 and is less than category average.
  2. The fund has an expense ratio 2.2.

Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth Overview

Expense ratio
Expense ratio
2.17%
Benchmark
Benchmark
IISL Nifty 500 TR INR
AUM
AUM
₹332 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
--/--
Exit Load
Exit Load
1%
Lock In
Lock In
5 Years
TurnOver
TurnOver
9.56%

Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth Distribution as on (31-Jan-24)

  • Equity 95.1%

  • Debt & Cash 4.9%

Size breakup

Large cap
53%
Small cap
24.2%
Mid cap
18%
Sector Allocation

Jan'24

Dec'23

Nov'23

Financial Services
29.8%
Tech
13%
Consumer Defensive
12.5%
Consumer Cyclical
12.2%
Industrial
11.7%
Basic Materials
8%
Energy
5.4%
Health
4.8%
Real Estate
1.8%
Utilities
0.8%

Top Holdings of Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth as on (31-Jan-24)

  • Equity

  • Debt & Cash

Equity Holdings52
Debt Holdings1

Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Jan'24
Dec'23
Nov'23
AUM
₹ 331.7 Cr
₹ 326.8 Cr
₹ 307.8 Cr
  • AUM of the fund stands at 331.7 Cr as of Jan'24
  • AUM increased by 4.9 Cr between Jan'24 and Dec'23
Fund Portfolio Changes

Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth Fund Manager

Amey Sathe
Amey Sathe
Fund Manager of Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth, since 9 March 2021

Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 12.38% since inception which is more than its category average return of 11.96%
Fund Allocations

Fund Allocations

This fund has an allocation of 95.07% in Equity, 0.84% in Debt and 4.09% in Cash related instruments
AUM size ₹332 Cr

AUM size ₹332 Cr

This fund has AUM of ₹332 Cr which is less than its category average of ₹ 1491 Cr
Expense Ratio 2.17%

Expense Ratio 2.17%

This fund has an expense ratio of 2.17% which is more than its category average expense ratio of 1.7%

Frequently Asked Questions

The current NAV of Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth is ₹27.99 as on 31-May-2018.
Existing (Absolute + CAGR) as on 31-May-2018.
Tata Young Citizens Fund [Upto 3 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
85.19%
13.12%
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 January 2024
₹332 Cr as on January 2024
HDFC Bank Ltd(6.49%), Reliance Industries Ltd(5.16%), ICICI Bank Ltd(4.65%), Infosys Ltd(4.38%), Karur Vysya Bank Ltd(3.59%) as on January 2024
Financial Services(28.38%), Tech(12.33%), Consumer Defensive(11.84%) as on January 2024
Amey Sathe is the fund manager of Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth
The Exit load of Tata Young Citizens Fund [Upto 3 years] Direct Plan Growth is 1%