Tata Young Citizens Fund
500
Min SIP
500
Min Lumpsum
1.8 %
Expense Ratio
Rating
266
Fund Size (in Cr)
10 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.9% | 25.2% | 12.1% | 12.1% | ||||
| Category Average | 14.7% | 25.8% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Reliance Industr
Infosys
ITC
Others
Advance Ratio
0.1
Alpha
4.1
SD
0.91
Beta
0.49
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Solution Oriented .
- Childrens .
-
- 6,521
-
21.6%Fund Size - 6,521
-
26%Fund Size - 6,521
-
14.3%Fund Size - 6,521
-
- Solution Oriented .
- Childrens .
-
- 716
-
14.6%Fund Size - 716
-
23.5%Fund Size - 716
-
11.1%Fund Size - 716
-
- Solution Oriented .
- Childrens .
-
- 716
-
14.6%Fund Size - 716
-
23.5%Fund Size - 716
-
-Fund Size - 716
-
- Solution Oriented .
- Childrens .
-
- 889
-
14.8%Fund Size - 889
-
19.8%Fund Size - 889
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10.4%Fund Size - 889
-
- Solution Oriented .
- Childrens .
-
- 708
-
9%Fund Size - 708
-
17.6%Fund Size - 708
-
11%Fund Size - 708
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 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 ?
You can invest in Tata Young Citizens Fund 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 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 ?
The NAV of Tata Young Citizens Fund is ₹49 as of 09 June 2023.
How to redeem Tata Young Citizens Fund 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?
The minimum SIP amount of Tata Young Citizens Fund is ₹500
What are the top sectors Tata Young Citizens Fund has invested in??
The top sectors Tata Young Citizens Fund has invested in are
- ICICI Bank - 6.87%
- HDFC Bank - 5.95%
- Reliance Industr - 5.36%
- Infosys - 4.17%
- ITC - 4.03%
How much returns have Tata Young Citizens Fund generated ?
The Tata Young Citizens Fund has delivered 12.1% since inception
What is the expense ratio of Tata Young Citizens Fund ?
The expense ratio of Tata Young Citizens Fund is 1.8 % as of 09 June 2023.
What is the AUM of Tata Young Citizens Fund?
The AUM of Tata Young Citizens Fund is ₹88,392 Cr as of 09 June 2023
What are the top stock holdings of Tata Young Citizens Fund?
The top stock holdings of Tata Young Citizens Fund are
- ICICI Bank - 6.87%
- HDFC Bank - 5.95%
- Reliance Industr - 5.36%
- Infosys - 4.17%
- ITC - 4.03%