Tata Young Citizens Fund – Direct

Solution Oriented · Childrens
 · ★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
2.18 %
Expense Ratio
★★★
Rating
363
Fund Size (in Cr)
12 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 15 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 34.8% 19.3% 20.9% 14.2%
Category Average 38.9% 20.4% 20.9% -

Scheme Allocation

By Holding
By Sector
By Asset
6.82%
4.95%
3.77%
TCS
3.01%
Others
76.71%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.82%
ICICI Bank Banks Equity 4.95%
Reliance Industr Refineries Equity 4.74%
Infosys IT - Software Equity 3.77%
TCS IT - Software Equity 3.01%
Axis Bank Banks Equity 2.87%
Karur Vysya Bank Banks Equity 2.85%
ITC Tobacco Products Equity 2.63%
Titan Company Diamond, Gems and Jewellery Equity 2.44%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.29%
Kotak Mah. Bank Banks Equity 2.16%
Greenply Industr Plywood Boards/Laminates Equity 1.96%
UltraTech Cem. Cement Equity 1.9%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.88%
Persistent Sys IT - Software Equity 1.87%
United Spirits Alcoholic Beverages Equity 1.79%
MRF Tyres Equity 1.78%
Guj Pipavav Port Marine Port & Services Equity 1.73%
Dr Reddy's Labs Pharmaceuticals Equity 1.69%
Hind. Unilever FMCG Equity 1.52%
Tata Consumer Plantation & Plantation Products Equity 1.51%
Repco Home Fin Finance Equity 1.48%
Jupiter Life Lin Healthcare Equity 1.41%
UTI AMC Finance Equity 1.38%
Metro Brands Leather Equity 1.35%
Deepak Nitrite Chemicals Equity 1.34%
ICICI Lombard Insurance Equity 1.33%
DCB Bank Banks Equity 1.28%
Avenue Super. Retail Equity 1.26%
Sun TV Network Entertainment Equity 1.24%
ACC Cement Equity 1.23%
3M India Diversified Equity 1.22%
Marico Edible Oil Equity 1.22%
Jyothy Labs FMCG Equity 1.19%
CreditAcc. Gram. Finance Equity 1.14%
Divi's Lab. Pharmaceuticals Equity 1.14%
Indraprastha Gas Gas Distribution Equity 1.11%
CIE Automotive Castings, Forgings & Fastners Equity 1.1%
HDFC Life Insur. Insurance Equity 1.06%
AAVAS Financiers Finance Equity 1.02%
Wipro IT - Software Equity 0.99%
Arvind Fashions. Trading Equity 0.99%
Cera Sanitary. Ceramic Products Equity 0.96%
Bharat Bijlee Capital Goods - Electrical Equipment Equity 0.96%
Castrol India Chemicals Equity 0.94%
Metropolis Healt Healthcare Equity 0.93%
Indus Towers Telecomm Equipment & Infra Services Equity 0.93%
Mahindra Logis. Logistics Equity 0.87%
PNC Infratech Infrastructure Developers & Operators Equity 0.8%
Oil India Crude Oil & Natural Gas Equity 0.8%
Jubilant Food. Quick Service Restaurant Equity 0.78%
Kansai Nerolac Paints/Varnish Equity 0.74%
Sanofi India Pharmaceuticals Equity 0.72%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.69%
CESC Power Generation & Distribution Equity 0.67%
V I P Inds. Plastic products Equity 0.6%
Sanofi Consumer - Equity 0.39%
Sharda Cropchem Agro Chemicals Equity 0.39%
Banks
20.93%
IT-Software
9.24%
Consumer Durables
7.63%
Petroleum Products
5.37%
Debt
4.68%
Others
52.15%
View all Sectors
Sectors Asset
Banks 20.93%
IT-Software 9.24%
Consumer Durables 7.63%
Petroleum Products 5.37%
Debt 4.68%
Diversified FMCG 4.39%
Pharmaceuticals & Biotech 3.82%
Finance 3.55%
Cement & Cement Products 3.03%
Auto Components 2.97%
Agricultural Food & other 2.84%
Retailing 2.82%
Electrical Equipments 2.57%
Construction 2.56%
Insurance 2.33%
Cash & Others 2.01%
Healthcare Services 1.95%
Industrial Products 1.9%
Beverages 1.76%
Transport Infrastructure 1.73%
Capital Markets 1.35%
Chemicals & Petrochemical 1.27%
Diversified 1.19%
Household Products 1.19%
Entertainment 1.17%
Gas 1.05%
Telecom-Services 0.93%
Transport Services 0.77%
Oil 0.76%
Leisure Services 0.73%
Power 0.66%
Equity
93.81%
Reverse Repos
4.12%
Net Curr Ass/Net Receivables
1.27%
REITs
0.8%

Advance Ratio

-0.7
Alpha
3.5
SD
0.9
Beta
0.74
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:
1,53,784 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

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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 ₹69.3 as of 15 July 2024.

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 - 20.93%
  2. IT-Software - 9.24%
  3. Consumer Durables - 7.63%
  4. Petroleum Products - 5.37%
  5. Debt - 4.68%

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 14.2% since inception

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

The expense ratio of Tata Young Citizens Fund – Direct is 2.18 % as of 15 July 2024.

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

The AUM of Tata Young Citizens Fund – Direct is ₹1,53,784 Cr as of 15 July 2024

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 - 6.82%
  2. ICICI Bank - 4.95%
  3. Reliance Industr - 4.74%
  4. Infosys - 3.77%
  5. TCS - 3.01%

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.
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