Tata Young Citizens Fund - Growth - Regular Plan

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  • (-0.02%)Nav, as on 16-10-2019

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  • Net Change on 16-10-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 47.73 3.57 7.73 3.28 6.06 11.95
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 25+75 - Aggressive Index 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 Unrated 7.73 3.28 6.06 2.59 185.29
UTI CCF Saving Plan - Regular Plan Jul 12, 1993 Unrated 0.64 3.51 7.22 1.78 3,532.53
HDFC Children Gift Fund-Investment Mar 02, 2001 Unrated 6.67 7.91 9.60 2.13 2,908.58
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 Unrated 4.62 5.22 7.04 2.48 622.20
UTI CCF Investment Plan - Regular Plan - Growth Option Mar 08, 2004 Unrated 1.31 6.85 8.08 2.55 293.89
SBI Magnum Children Benefit Plan- REGULAR PLAN -Holding Held for <= 1 Year Jan 28, 2002 Unrated 2.04 7.83 10.32 2.26 63.27

Fund Holdings as on 30-September-2019

  • HDFC BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • ICICI BANK LTD

  • ITC LTD

  • ** 08.10 % SBI CARDS & PAYMENT SERVICES PVT. LTD - 17/10/2023

  • RELIANCE INDUSTRIES LTD

  • MUTHOOT FINANCE LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • LARSEN & TOUBRO LTD

  • HINDUSTAN UNILEVER LTD

  • GLAXO SMITHKLINE CON HEALTHCAR LTD

  • UNITED SPIRITS LTD

  • FUTURE RETAIL LTD

  • ** 07.90 % INDIA INFRADEBT LTD - 31/10/2022

  • MRF LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • VOLTAS LTD

  • ORACLE FINANCIALS SERVICES SOFT LTD

  • DCB BANK LTD

  • INDUSIND BANK LTD

  • AXIS BANK LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • REPO

  • RADICO KHAITAN LTD

  • AMBUJA CEMENTS LTD

  • GREENPLY INDUSTRIES LTD

  • HDFC LIFE INSURANCE CO. LTD

  • JUBILANT FOODWORKS LTD

  • SUN TV NETWORK LTD

  • MAHINDRA & MAHINDRA LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • FUTURE CONSUMER LTD

  • HERITAGE FOODS LTD

  • COROMANDEL INTERNATIONAL LTD

  • CASH / NET CURRENT ASSETS

  • ** 09.10 % SHRIRAM TRANS. FIN. CO. LTD - 12/07/2021

  • GREENPANEL INDUSTRIES LTD

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  • Bank - Private

  • Miscellaneous

  • Cigarettes/Tobacco

  • Consumer Food

  • Refineries

  • Breweries & Distilleries

  • Finance - NBFC

  • Logistics

  • Insurance

  • Engineering - Construction

  • Household & Personal Products

  • Retailing

  • Tyres & Allied

  • Finance - Housing

  • Air Conditioners

  • IT - Software

  • Cement & Construction Materials

  • Wood & Wood Products

  • TV Broadcasting & Software Production

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Trading

  • Fertilizers

  • Unspecified

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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 ₹185.29 crore. Tata Young Citizens Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 25+75 - Aggressive Index as secondary index.

The NAV of Tata Young Citizens Fund ended down ₹0(-0.02%)yesterday to ₹25.06.

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

The Tata Young Citizens Fund is managed by Akhil Mittal and Sonam Udasi.

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

Fund Manager

  • Cash

  • CRISIL- AA+

  • CRISIL- AAA

  • Equity

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