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 -274.97 -106.20 -24.22 -6.86 -1.92 10.50
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI -23.23 -28.57 -25.42 -2.02 1.76 6.52

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 -24.22 -6.86 -1.92 2.57 177.29
UTI CCF Saving Plan - Regular Plan Jul 12, 1993 -12.50 -1.25 3.00 1.76 3,571.92
HDFC Children Gift Fund-Investment Mar 02, 2001 -21.49 -1.42 2.79 2.12 3,082.53
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 -22.87 -4.55 1.49 2.56 643.55
UTI CCF Investment Plan - Regular Plan - Growth Option Mar 08, 2004 -26.97 -4.54 0.19 2.55 321.96
SBI Magnum Children Benefit Plan- REGULAR PLAN -Holding Held for <= 1 Year Jan 28, 2002 -8.99 3.53 7.40 2.26 64.47

Fund Holdings as on 29-February-2020

  • HDFC BANK LTD

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • KOTAK MAHINDRA BANK LTD

  • B) REPO

  • HINDUSTAN UNILEVER LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • MRF LTD

  • UNITED SPIRITS LTD

  • BAYER CROPSCIENCE LTD

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

  • ITC LTD

  • TITAN COMPANY LTD

  • MUTHOOT FINANCE LTD

  • BALKRISHNA INDUSTRIES LTD

  • BLUE DART EXPRESS LTD

  • CADILA HEALTHCARE LTD

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

  • RADICO KHAITAN LTD

  • BHARTI AIRTEL LTD

  • DR REDDYs LABORATORIES LTD

  • PAGE INDUSTRIES LTD

  • VOLTAS LTD

  • AXIS BANK LTD

  • JUBILANT FOODWORKS LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • ORACLE FINANCIALS SERVICES SOFT LTD

  • DCB BANK LTD

  • INDUSIND BANK LTD

  • HDFC LIFE INSURANCE CO. LTD

  • TATA CONSUMER PRODUCTS LTD

  • GREENPLY INDUSTRIES LTD

  • GUJARAT GAS LTD

  • 3M INDIA LTD

  • FUTURE CONSUMER LTD

  • FUTURE RETAIL LTD

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • Refineries

  • Tyres & Allied

  • Breweries & Distilleries

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Insurance

  • Finance - Housing

  • Logistics

  • Pesticides & Agrochemicals

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Finance - NBFC

  • Courier Services

  • Telecommunication - Service Provider

  • Textile

  • Air Conditioners

  • Consumer Food

  • IT - Software

  • Trading

  • Tea/Coffee

  • Wood & Wood Products

  • Diversified

  • Retailing

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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 ₹177.29 crore. Tata Young Citizens Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Tata Young Citizens Fund ended up ₹0.67(3.5%)yesterday to ₹19.8826.

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

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- AAA

  • Equity

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