Tata Young Citizens Fund – Direct

Solution Oriented · Childrens
500
Min SIP
500
Min Lumpsum
2.17 %
Expense Ratio
Rating
297
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 17.2% 24.4% 15% 12.7%
Category Average 13.5% 24.6% 14.5% -

Scheme Allocation

By Holding
By Sector
By Asset
7.77%
4.83%
4.22%
TCS
3.52%
Others
74.81%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.77%
Reliance Industr Refineries Equity 4.85%
ICICI Bank Banks Equity 4.83%
Infosys IT - Software Equity 4.22%
TCS IT - Software Equity 3.52%
ITC Tobacco Products Equity 3.32%
Titan Company Diamond, Gems and Jewellery Equity 3.04%
Axis Bank Banks Equity 2.7%
Kotak Mah. Bank Banks Equity 2.58%
Karur Vysya Bank Banks Equity 2.45%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.36%
Thermax Capital Goods-Non Electrical Equipment Equity 2.03%
MRF Tyres Equity 2.01%
Indian Bank Banks Equity 1.91%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.91%
Hind. Unilever FMCG Equity 1.88%
Century Textiles Paper Equity 1.87%
Dr Reddy's Labs Pharmaceuticals Equity 1.81%
Linde India Chemicals Equity 1.79%
United Spirits Alcoholic Beverages Equity 1.73%
CreditAcc. Gram. Finance Equity 1.66%
UltraTech Cem. Cement Equity 1.64%
Persistent Sys IT - Software Equity 1.62%
Guj Pipavav Port Marine Port & Services Equity 1.48%
Deepak Nitrite Chemicals Equity 1.45%
Metro Brands Leather Equity 1.41%
Tata Consumer Plantation & Plantation Products Equity 1.4%
Marico FMCG Equity 1.38%
Exide Inds. Auto Ancillaries Equity 1.34%
Westlife Food Quick Service Restaurant Equity 1.33%
DCB Bank Banks Equity 1.32%
Alkem Lab Pharmaceuticals Equity 1.31%
Cera Sanitary. Ceramic Products Equity 1.28%
Repco Home Fin Finance Equity 1.28%
UTI AMC Finance Equity 1.26%
3M India Diversified Equity 1.26%
Greenply Industr Miscellaneous Equity 1.21%
Avenue Super. Retail Equity 1.21%
ICICI Lombard Insurance Equity 1.19%
Jyothy Labs FMCG Equity 1.17%
ACC Cement Equity 1.15%
HDFC Life Insur. Insurance Equity 1.13%
Divi's Lab. Pharmaceuticals Equity 1.09%
V I P Inds. Plastic products Equity 1.01%
KPIT Technologi. IT - Software Equity 0.99%
Wipro IT - Software Equity 0.96%
Sanofi India Pharmaceuticals Equity 0.95%
Eicher Motors Automobile Equity 0.9%
AAVAS Financiers Finance Equity 0.82%
Brookfield India Real Estate Investment Trusts Equity 0.82%
Mahindra Logis. Logistics Equity 0.78%
Sobha Realty Equity 0.31%
Banks
24.87%
IT-Software
10.91%
Consumer Durables
7.55%
Diversified FMCG
5.46%
Pharmaceuticals & Biotech
5.34%
Others
45.87%
View all Sectors
Sectors Asset
Banks 24.87%
IT-Software 10.91%
Consumer Durables 7.55%
Diversified FMCG 5.46%
Pharmaceuticals & Biotech 5.34%
Petroleum Products 5.16%
Auto Components 3.76%
Debt 3.54%
Finance 3.33%
Cement & Cement Products 2.81%
Agricultural Food & other 2.81%
Chemicals & Petrochemical 2.75%
Insurance 2.39%
Construction 2.35%
Paper, Forest & Jute Prod 1.96%
Industrial Products 1.95%
Electrical Equipments 1.88%
Beverages 1.75%
Transport Infrastructure 1.43%
Capital Markets 1.35%
Leisure Services 1.34%
Retailing 1.23%
Diversified 1.17%
Household Products 1.05%
Cash & Others 0.95%
Automobiles 0.91%
Equity
96.68%
Reverse Repos
2.54%
Net Curr Ass/Net Receivables
0.77%
Others
0.01%

Advance Ratio

2.58
Alpha
3.94
SD
0.92
Beta
1.67
Sharpe

Exit Load

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%

Fund Objective

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.

Fund Managers

Amey Sathe

With more than 15 years of experience in the industry, Mr Amey Sathe serves Tata Asset Management as Senior Research Analyst & Fund Manager. He had joined the company in May 2015 as a research analyst. Before joining Tata, he worked in equity research with JM Financial Institutional Securities and HDFC Securities. He presently manages assets worth over INR 6000 crores across several schemes.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

Frequently Asked Questions

How to invest in Tata Young Citizens Fund – Direct ?

You can invest in Tata Young Citizens Fund – Direct in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata Young Citizens Fund – Direct in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Tata Young Citizens Fund – Direct ?

The NAV of Tata Young Citizens Fund – Direct is ₹53.6 as of 22 September 2023.

How to redeem Tata Young Citizens Fund – Direct holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Tata Young Citizens Fund – Direct?

The minimum SIP amount of Tata Young Citizens Fund – Direct is ₹500

What are the top sectors Tata Young Citizens Fund – Direct has invested in?

The top sectors Tata Young Citizens Fund – Direct has invested in are
  1. Banks - 24.87%
  2. IT-Software - 10.91%
  3. Consumer Durables - 7.55%
  4. Diversified FMCG - 5.46%
  5. Pharmaceuticals & Biotech - 5.34%

Can I make investments in both the SIP and Lump Sum schemes of Tata Young Citizens Fund – Direct?

Yes, You can select both SIP or Lumpsum investment of Tata Young Citizens Fund – Direct based on your investment objective and risk tolerance.

How much returns have Tata Young Citizens Fund – Direct generated ?

The Tata Young Citizens Fund – Direct has delivered 12.7% since inception

What is the expense ratio of Tata Young Citizens Fund – Direct ?

The expense ratio of Tata Young Citizens Fund – Direct is 2.17 % as of 22 September 2023.

What is the AUM of Tata Young Citizens Fund – Direct?

The AUM of Tata Young Citizens Fund – Direct is ₹1,11,184 Cr as of 22 September 2023

What are the top stock holdings of Tata Young Citizens Fund – Direct?

The top stock holdings of Tata Young Citizens Fund – Direct are
  1. HDFC Bank - 7.77%
  2. Reliance Industr - 4.85%
  3. ICICI Bank - 4.83%
  4. Infosys - 4.22%
  5. TCS - 3.52%

How can I redeem my investments in Tata Young Citizens Fund – Direct?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Young Citizens Fund – Direct in Scheme, enter the redemption amount, and click on submit button.
Invest Now