Tata Young Citizens Fund - Growth - Regular Plan

Other Plans and Options
  • 0.68 %Nav, as on 12-12-2019

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  • Net Change on 12-12-2019

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -13.54 30.11 6.66 5.25 5.39 11.98
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 6.66 5.25 5.39 2.60 188.24
UTI CCF Saving Plan - Regular Plan Jul 12, 1993 Unrated 3.05 4.82 6.58 1.79 3,612.47
HDFC Children Gift Fund-Investment Mar 02, 2001 Unrated 8.57 10.04 8.86 2.07 3,063.27
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 Unrated 9.33 8.56 6.99 2.54 653.98
UTI CCF Investment Plan - Regular Plan - Growth Option Mar 08, 2004 Unrated 7.23 10.37 7.53 2.77 317.49
SBI Magnum Children Benefit Plan- REGULAR PLAN -Holding Held for <= 1 Year Jan 28, 2002 Unrated 3.01 8.06 9.53 2.26 64.71

Fund Holdings as on 30-November-2019

  • HDFC BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ITC LTD

  • HINDUSTAN UNILEVER LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • GLAXO SMITHKLINE CON HEALTHCAR LTD

  • LARSEN & TOUBRO LTD

  • MUTHOOT FINANCE LTD

  • UNITED SPIRITS LTD

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

  • MRF LTD

  • FUTURE RETAIL LTD

  • CADILA HEALTHCARE LTD

  • INDUSIND BANK LTD

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

  • VOLTAS LTD

  • AXIS BANK LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • ORACLE FINANCIALS SERVICES SOFT LTD

  • DCB BANK LTD

  • PAGE INDUSTRIES LTD

  • JUBILANT FOODWORKS LTD

  • B) REPO

  • RADICO KHAITAN LTD

  • GREENPLY INDUSTRIES LTD

  • AMBUJA CEMENTS LTD

  • SUN TV NETWORK LTD

  • HDFC LIFE INSURANCE CO. LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • TATA GLOBAL BEVERAGES LTD

  • FUTURE CONSUMER LTD

  • CASH / NET CURRENT ASSET

  • HERITAGE FOODS LTD

  • TATA POWER COMPANY LTD

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

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  • Bank - Private

  • Refineries

  • Cigarettes/Tobacco

  • Consumer Food

  • Miscellaneous

  • Breweries & Distilleries

  • Insurance

  • Household & Personal Products

  • Logistics

  • Finance - Housing

  • Engineering - Construction

  • Finance - NBFC

  • Tyres & Allied

  • Retailing

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • IT - Software

  • Textile

  • Power Generation/Distribution

  • Wood & Wood Products

  • Cement & Construction Materials

  • TV Broadcasting & Software Production

  • Tea/Coffee

  • Trading

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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 ₹188.24 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 up ₹0.17(0.68%)yesterday to ₹25.89.

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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