Tata Young Citizens Fund – Direct

₹ 500
Min SIP
₹ 500
Min Lumpsum
2.17 %
Expense Ratio
Rating
331
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 34.2% 16.8% 17% 13.1%
Category Average 39.9% 18.9% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
6.23%
4.76%
4.42%
TCS
3.76%
Others
75.98%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.23%
Reliance Industr Refineries Equity 4.85%
ICICI Bank Banks Equity 4.76%
Infosys IT - Software Equity 4.42%
TCS IT - Software Equity 3.76%
Karur Vysya Bank Banks Equity 3.32%
Titan Company Diamond, Gems and Jewellery Equity 3.19%
ITC Tobacco Products Equity 2.76%
Axis Bank Banks Equity 2.67%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.46%
Thermax Capital Goods-Non Electrical Equipment Equity 2.36%
Persistent Sys IT - Software Equity 2.34%
Kotak Mah. Bank Banks Equity 2.22%
MRF Tyres Equity 2.2%
Guj Pipavav Port Marine Port & Services Equity 2.14%
Sobha Realty Equity 1.89%
Dr Reddy's Labs Pharmaceuticals Equity 1.86%
Tata Consumer Plantation & Plantation Products Equity 1.79%
United Spirits Alcoholic Beverages Equity 1.79%
Greenply Industr Plywood Boards/Laminates Equity 1.78%
UltraTech Cem. Cement Equity 1.76%
Jupiter Life Lin Healthcare Equity 1.65%
Hind. Unilever FMCG Equity 1.62%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.57%
Exide Inds. Auto Ancillaries Equity 1.45%
Jyothy Labs FMCG Equity 1.4%
ICICI Lombard Insurance Equity 1.39%
Linde India Chemicals Equity 1.38%
CreditAcc. Gram. Finance Equity 1.38%
Metro Brands Leather Equity 1.37%
ACC Cement Equity 1.35%
UTI AMC Finance Equity 1.35%
Deepak Nitrite Chemicals Equity 1.3%
DCB Bank Banks Equity 1.3%
Repco Home Fin Finance Equity 1.29%
KPIT Technologi. IT - Software Equity 1.18%
3M India Diversified Equity 1.16%
Avenue Super. Retail Equity 1.15%
Marico Edible Oil Equity 1.13%
Wipro IT - Software Equity 1.09%
Sanofi India Pharmaceuticals Equity 1.04%
Westlife Food Quick Service Restaurant Equity 0.96%
Divi's Lab. Pharmaceuticals Equity 0.95%
CIE Automotive Castings, Forgings & Fastners Equity 0.93%
Cera Sanitary. Ceramic Products Equity 0.91%
HDFC Life Insur. Insurance Equity 0.91%
Arvind Fashions. Trading Equity 0.83%
Mahindra Logis. Logistics Equity 0.77%
Indraprastha Gas Gas Distribution Equity 0.77%
V I P Inds. Plastic products Equity 0.75%
AAVAS Financiers Finance Equity 0.66%
Oil India Crude Oil & Natural Gas Equity 0.66%
CESC Power Generation & Distribution Equity 0.57%
Banks
20.5%
IT-Software
12.79%
Consumer Durables
8%
Petroleum Products
4.85%
Auto Components
4.58%
Others
49.28%
View all Sectors
Sectors Asset
Banks 20.5%
IT-Software 12.79%
Consumer Durables 8%
Petroleum Products 4.85%
Auto Components 4.58%
Diversified FMCG 4.38%
Pharmaceuticals & Biotech 3.85%
Finance 3.33%
Cement & Cement Products 3.11%
Agricultural Food & other 2.92%
Chemicals & Petrochemical 2.68%
Construction 2.46%
Electrical Equipments 2.36%
Insurance 2.3%
Transport Infrastructure 2.14%
Retailing 1.98%
Realty 1.89%
Beverages 1.79%
Healthcare Services 1.65%
Industrial Products 1.57%
Household Products 1.4%
Capital Markets 1.35%
Debt 1.31%
Diversified 1.16%
Cash & Others 1.08%
Leisure Services 0.96%
Gas 0.77%
Transport Services 0.77%
Oil 0.66%
Power 0.57%
Equity
96.77%
Reverse Repos
1.31%
Net Curr Ass/Net Receivables
1.08%
REITs
0.84%

Advance Ratio

0.73
Alpha
3.54
SD
0.9
Beta
0.93
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:
1,31,663 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 ₹58.7 as of 18 March 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 - 20.5%
  2. IT-Software - 12.79%
  3. Consumer Durables - 8%
  4. Petroleum Products - 4.85%
  5. Auto Components - 4.58%

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 13.1% 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 18 March 2024.

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

The AUM of Tata Young Citizens Fund – Direct is ₹1,31,663 Cr as of 18 March 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 - 6.23%
  2. Reliance Industr - 4.85%
  3. ICICI Bank - 4.76%
  4. Infosys - 4.42%
  5. TCS - 3.76%

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