Tata Young Citizens Fund - Direct

Tata Young Citizens Fund - Direct

AMC Name: Tata Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Sonam Udasi
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 189.18
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 0
SIP Dates ANY
Entry Load 5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, exit load is 1%
Exit Load 5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, exit load is 1%
Expense Ratio 2.04

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.47% 2.51%
3 Month 7.23% 7.70%
6 Month 5.01% 2.37%
1 Year 8.26% 12.60%
3 Year 6.82% 15.49%
5 Year 6.84% 7.42%
Since Inception 9.42% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others