Tata Young Citizens Fund - Growth - Direct Plan

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  • Net Change on 17-01-2020

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Fund Overview Growth | Direct 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 Citizens' Fund-Direct Plan-Growth 37.07 27.11 9.93 7.05 6.81 9.77
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 2.35 7.29 12.73 14.03 9.40 9.93

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 Citizens' Fund-Direct Plan-Growth Jan 01, 2013 Unrated 9.93 7.05 6.81 2.02 186.77
UTI CCF Saving Plan - Direct Plan Jan 01, 2013 Unrated 4.76 5.81 6.78 1.60 3,615.34
HDFC Childrens Gift Fund Investment Plan-Direct Plan Jan 01, 2013 Unrated 10.00 12.34 9.81 1.27 3,103.96
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 Unrated 9.44 10.58 8.37 1.76 661.51
UTI CCF Investment Plan - Direct Plan - Growth Option Jan 01, 2013 Unrated 11.55 12.96 8.98 1.93 325.41
SBI Magnum Children Benefit Plan - DIRECT PLAN - GROWTH Jan 04, 2013 Unrated 4.60 9.48 10.59 1.46 64.60

Fund Holdings as on 31-December-2019

  • HDFC BANK LTD.

  • KOTAK MAHINDRA BANK LTD.

  • ICICI BANK LTD.

  • RELIANCE INDUSTRIES LTD.

  • ITC LTD.

  • MUTHOOT FINANCE LTD.

  • CONTAINER CORPORATION OF INDIA LTD.

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD.

  • HINDUSTAN UNILEVER LTD.

  • LARSEN & TOUBRO LTD.

  • MRF LTD.

  • UNITED SPIRITS LTD.

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

  • FUTURE RETAIL LTD.

  • BAYER CROPSCIENCE LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • CADILA HEALTHCARE LTD.

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

  • PAGE INDUSTRIES LTD.

  • INDUSIND BANK LTD.

  • AXIS BANK LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • B) REPO

  • JUBILANT FOODWORKS LTD.

  • VOLTAS LTD.

  • GLAXO SMITHKLINE CON HEALTHCAR LTD.

  • DCB BANK LTD.

  • ORACLE FINANCIALS SERVICES SOFT LTD.

  • RADICO KHAITAN LTD.

  • HDFC LIFE INSURANCE CO. LTD.

  • GREENPLY INDUSTRIES LTD.

  • SUN TV NETWORK LTD.

  • TATA GLOBAL BEVERAGES LTD.

  • FUTURE CONSUMER LTD.

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

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • Refineries

  • Cigarettes/Tobacco

  • Miscellaneous

  • Tyres & Allied

  • Breweries & Distilleries

  • Consumer Food

  • Insurance

  • Finance - NBFC

  • Finance - Housing

  • Logistics

  • Household & Personal Products

  • Engineering - Construction

  • Retailing

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Textile

  • Air Conditioners

  • IT - Software

  • Wood & Wood Products

  • 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 01-Jan-2013 and currently has an AUM of ₹186.77 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 ₹0.02(0.08%)yesterday to ₹28.7289.

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- AA+

  • CRISIL- AAA

  • Equity

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