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Tata Young Citizens Fund [Upto 3 years] Direct Growth
Get the latest NAV of Tata Young Citizens Fund [Upto 3 years] Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹27.99
▲0.1%1D
NAV as on 31 May 2018
12.38%/per year
Since Inception
▲▼
Fund Performance
as on (31-May-18)
Peer comparison
Tata Young Citizens Fund [Upto 3 years] Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Young Citizens Fund [Upto 3 years] Asset Allocation
as on (31-Mar-25)
Fund Distribution
as on (31-Mar-25)
Equity 97.9%
Debt & Cash 2.1%
Tata Young Citizens Fund [Upto 3 years] Sector Allocation
as on (31-Mar-25)
Sector Allocation
Equity 97.9%
Debt & Cash 2.1%
Top 3 Sectors in March were Securitize, Financial Services & Consumer Defensive
Securitize
48%
Financial Services
35%
Consumer Defensive
14%
Securitize
68%
Financial Services
34%
Consumer Defensive
13%
Tata Young Citizens Fund [Upto 3 years] Holdings Details
as on (30-Apr-25)
Equity
Tata Young Citizens Fund [Upto 3 years] Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 2.08% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹354 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | 5 Years |
TurnOver | 11.31% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Tata Young Citizens Fund [Upto 3 years]
Tata Young Citizens Fund [Upto 3 years] Direct 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 [Upto 3 years] Direct Growth has ₹354 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 2.1.
Returns
Tata Young Citizens Fund [Upto 3 years] Direct Growth has given a CAGR return of 12.38% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.04%, 8.93% and 13.12% respectively.
Holdings
Tata Young Citizens Fund [Upto 3 years] Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Defensive, Basic Materials, Consumer Cyclical, Industrial, Health, Energy, Tech, Utilities, Real Estate, Communication.
Taxation
As it is a children mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Tata Young Citizens Fund [Upto 3 years] Direct Growth
The investment objective of the Scheme is to generate long term capital growth. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for Tata Young Citizens Fund [Upto 3 years] Direct Growth of 5 Years
Fund Manager
Amey Sathe
Fund Manager of Tata Young Citizens Fund [Upto 3 years] Direct Growth, since 9 March 2021
- AUM of the fund stands at 340.2 Cr as of Mar'25
- AUM increased by 18.1 Cr between Mar'25 and Feb'25
More funds from Tata
5Y CAGR
▲ 20.02
5Y CAGR
▲ 20.44
5Y CAGR
▲ 20.58
Frequently Asked Questions for Tata Young Citizens Fund [Upto 3 years] Direct Growth
What is the current NAV of Tata Young Citizens Fund [Upto 3 years] Direct Growth?
What are the average returns of Tata Young Citizens Fund [Upto 3 years] Direct Growth?
Tata Young Citizens Fund [Upto 3 years] Direct 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% |
How do I invest in Tata Young Citizens Fund [Upto 3 years] Direct Growth?
- 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.