Tata Young Citizens Fund - Growth - Direct Plan

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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 18.22 11.58 61.92 9.53 11.57 11.57
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 0.58 0.55 64.72 12.14 15.47 10.70

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 61.92 9.53 11.57 1.75 228.63
HDFC Childrens Gift Fund Investment Plan-Direct Plan Jan 01, 2013 54.50 11.58 14.71 1.13 4,270.06
UTI CCF Saving Plan - Direct Plan Jan 01, 2013 28.43 5.74 8.45 1.57 3,917.27
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 42.38 8.38 11.21 1.81 741.08
Axis Children's Gift Fund - Lock in - Direct Growth Dec 08, 2015 44.48 11.70 12.73 1.30 575.13
Axis Children's Gift Fund - No Lock in - Direct Growth Dec 08, 2015 44.66 11.81 12.91 1.30 575.13

Fund Holdings as on 31-March-2021

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • HDFC BANK LTD

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • KOTAK MAHINDRA BANK LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • MRF LTD

  • BHARTI AIRTEL LTD

  • TITAN COMPANY LTD

  • ITC LTD

  • HINDUSTAN UNILEVER LTD

  • AXIS BANK LTD

  • A) REPO

  • CADILA HEALTHCARE LTD

  • MINDTREE LTD

  • PERSISTENT SYSTEMS LTD

  • GUJARAT GAS LTD

  • DR REDDYs LABORATORIES LTD

  • WIPRO LTD

  • ULTRATECH CEMENT LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • GREENPLY INDUSTRIES LTD

  • AMBER ENTERPRISES INDIA LTD

  • DIVI LABORATORIES LTD

  • BIRLASOFT LTD

  • LARSEN & TOUBRO LTD

  • DEEPAK NITRITE LTD

  • KARUR VYSA BANK LTD

  • ACC LTD

  • INDRAPRASTHA GAS LTD

  • TATA CONSUMER PRODUCTS LTD

  • BAYER CROPSCIENCE LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • HDFC LIFE INSURANCE CO. LTD

  • 3M INDIA LTD

  • ALKEM LABORATORIES LTD

  • MARICO LTD

  • GRINDWELL NORTON LTD

  • DCB BANK LTD

  • UNITED SPIRITS LTD

  • GUJARAT PIPAVAV PORT LTD

  • AVENUE SUPERMARTS LTD

  • CENTURY TEXTILES & INDUSTRIES LTD

  • MUTHOOT FINANCE LTD

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Cement & Construction Materials

  • Insurance

  • Finance - Housing

  • Consumer Food

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Diversified

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Trading

  • Miscellaneous

  • Wood & Wood Products

  • Air Conditioners

  • Engineering - Construction

  • Chemicals

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Abrasives

  • Breweries & Distilleries

  • Port

  • Retailing

  • Finance - NBFC

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Fund Manager

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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 ₹228.63 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 ₹0.41(1.13%)yesterday to ₹37.1182.

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