Overview (as on 18 Sep 2020)

NAV

₹28.5822

1y returns

12.836%

Fund AUM

₹180 Cr

Expense Ratio

1.72%

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
30.78%
Tech
17.17%
Energy
10.27%
Health
10.21%
Defensive
9.41%
Consumer
8.88%
Basic Materials
5.08%
Communication
4.01%
Utilities
2.99%
Industrials
1.19%
Size Breakup
Large Cap
74.02%
Mid Cap
19.74%
Small Cap
6.24%

Key Metrics

Yield to Maturity 

5.57%

Modified Duration 

1.55 yr

Sharpe Ratio 

0.01

Std deviation 

15.3%

Top 10 Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Scheme Document
Exit Load
NA
Plan Started
01 January, 2013
Fund Manager
Akhil Mittal
Fund House Details
Fund House
Tata Asset Management Limited
Email
NA
Phone
NA
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Tata Young Citizen [After 7 years]
Regular2.52%12.04%

Peer Funds

Tata Young Citizens' Fund (After 7 years) Direc...

NAV

₹28.5822

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Akhil Mittal
Akhil Mittal

Manager

Qualifications
B. Com, MBA (Finance)
Work Experience
Total experience - 7 years. Details: 1. Fund Manager - Fixed Income with Principal PNB Asset Management Company Private Limited (November 2010 to February 2011) 2. Fund Manager - Fixed Income with Canara Robeco Asset Management Company Limited (September 2008 to February 2011) 3. Senior Manager - Corporate Treasury with Edelweiss Securities Limited (June 2006 to August 2008) 4. Asst. Manager - Corporate Treasury with Rallis India Limited (June 2004 to May 2006)
Rahul Singh
Rahul Singh

Manager

Amey Sathe
Amey Sathe

Manager

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