Tata Young Citizens Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Young Citizen -Regular Plan-Growth 7.45 -0.41 2.72 16.27 9.01 12.52
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Young Citizen -Regular Plan-Growth Oct 14, 1995 2.72 16.27 9.01 2.56 270.27
HDFC Childrens Gift Fund - Growth Plan Mar 02, 2001 6.49 15.42 10.34 1.94 6,099.84
UTI CCF Saving Plan - Regular Plan Jul 12, 1993 2.28 9.08 5.93 1.74 4,134.75
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 1.85 10.25 7.70 2.37 891.43
Axis Children's Gift Fund - Lock in - Regular Growth Dec 08, 2015 -7.15 9.24 8.22 2.37 706.12
Axis Children's Gift Fund - No Lock in - Regular Plan - Growth Dec 08, 2015 -7.15 9.24 8.22 2.37 706.12

Fund Holdings as on 31-December-2022

  • ICICI BANK LTD

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • A) REPO

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • ITC LTD

  • KARUR VYSA BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • AXIS BANK LTD

  • TITAN COMPANY LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • MRF LTD

  • HINDUSTAN UNILEVER LTD

  • INDIAN BANK

  • LARSEN & TOUBRO LTD

  • UNITED SPIRITS LTD

  • GRINDWELL NORTON LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • DCB BANK LTD

  • THERMAX LTD

  • ACC LTD

  • ULTRATECH CEMENT LTD

  • DR REDDYs LABORATORIES LTD

  • AVENUE SUPERMARTS LTD

  • WIPRO LTD

  • DEEPAK NITRITE LTD

  • CENTURY TEXTILES & INDUSTRIES LTD

  • TATA CONSUMER PRODUCTS LTD

  • MARICO LTD

  • METRO BRANDS LTD

  • PERSISTENT SYSTEMS LTD

  • GUJARAT PIPAVAV PORT LTD

  • DATA PATTERNS (INDIA) LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • GREENPLY INDUSTRIES LTD

  • ALKEM LABORATORIES LTD

  • CREDITACCESS GRAMEEN LTD

  • WESTLIFE FOODWORLD LTD

  • DIVI LABORATORIES LTD

  • VIP INDUSTRIES LTD

  • HDFC LIFE INSURANCE CO. LTD

  • LINDE INDIA LTD

  • EXIDE INDUSTRIES LTD

  • 3M INDIA LTD

  • EICHER MOTORS LTD

  • TEGA INDUSTRIES LTD

  • SANOFI INDIA LTD

  • CERA SANITARYWARE LTD

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • IT - Software

  • Refineries

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Retailing

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Diversified

  • Tyres & Allied

  • Insurance

  • Bank - Public

  • Engineering - Construction

  • Breweries & Distilleries

  • Abrasives

  • Finance - Asset Management

  • Chemicals

  • Tea/Coffee

  • Consumer Food

  • Port

  • Electronics - Components

  • Wood & Wood Products

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Batteries

  • Automobile Two & Three Wheelers

  • Ceramics/Marble/Granite/Sanitaryware

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Fund Manager

  • Cash

  • Equity

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About Tata Young Citizens Fund

Scheme Analysis

Tata Young Citizens Fund is a Solution Oriented - Children's Fund fund and belongs to Tata Mutual Fund. It was launched on 14-Oct-1995 and currently has an AUM of ₹270.27 crore. Tata Young Citizens Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Young Citizens Fund ended down ₹-0.72(-1.72%)yesterday to ₹41.048.

Among its top 3 holdings the fund has exposure to ICICI BANK LTD, and

The Tata Young Citizens Fund is managed by Amey Sathe .

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782