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 71.57 75.53 23.59 6.77 10.84 11.13
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 7.01 21.92 21.07 9.34 15.66 10.59

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 23.59 6.77 10.84 1.75 216
HDFC Childrens Gift Fund Investment Plan-Direct Plan Jan 01, 2013 18.50 8.43 14.49 1.15 4,001.92
UTI CCF Saving Plan - Direct Plan Jan 01, 2013 12.53 4.83 8.82 1.57 3,885.63
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 12.05 6.65 12.26 1.79 716.56
Axis Children's Gift Fund - Lock in - Direct Growth Dec 08, 2015 17.09 10.50 12.78 1.30 555.77
Axis Children's Gift Fund - No Lock in - Direct Growth Dec 08, 2015 17.21 10.62 12.99 1.30 555.77

Fund Holdings as on 31-December-2020

  • RELIANCE INDUSTRIES LTD

  • HDFC BANK LTD

  • ICICI BANK LTD

  • (A) TREPS

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • KOTAK MAHINDRA BANK LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • BHARTI AIRTEL LTD

  • MRF LTD

  • TITAN COMPANY LTD

  • ITC LTD

  • CADILA HEALTHCARE LTD

  • DR REDDYs LABORATORIES LTD

  • HINDUSTAN UNILEVER LTD

  • AXIS BANK LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • DIVI LABORATORIES LTD

  • PERSISTENT SYSTEMS LTD

  • WIPRO LTD

  • BIRLASOFT LTD

  • MINDTREE LTD

  • LARSEN & TOUBRO LTD

  • BAYER CROPSCIENCE LTD

  • INDRAPRASTHA GAS LTD

  • ULTRATECH CEMENT LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • GUJARAT GAS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • TATA CONSUMER PRODUCTS LTD

  • DCB BANK LTD

  • GUJARAT PIPAVAV PORT LTD

  • KARUR VYSA BANK LTD

  • ACC LTD

  • AMBER ENTERPRISES INDIA LTD

  • ALKEM LABORATORIES LTD

  • GREENPLY INDUSTRIES LTD

  • RADICO KHAITAN LTD

  • UNITED SPIRITS LTD

  • MUTHOOT FINANCE LTD

  • 3M INDIA LTD

  • CASH / NET CURRENT ASSET

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Miscellaneous

  • Insurance

  • Finance - Housing

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Tyres & Allied

  • Diamond & Jewellery

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Household & Personal Products

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Industrial Gases & Fuels

  • Trading

  • Consumer Food

  • Port

  • Air Conditioners

  • Wood & Wood Products

  • Finance - NBFC

  • Diversified

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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 ₹216 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 down ₹-0.44(-1.25%)yesterday to ₹34.8565.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES LTD, and

The Tata Young Citizens Fund is managed by Akhil Mittal and 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