Tata Young Citizens Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 Option 73.98 3.49 6.78 15.89 22.96 12.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI 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 Citizens' Fund-Direct Plan-Growth Option Jan 01, 2013 6.78 15.89 22.96 2.08 354.16
UTI Children's Hybrid Fund - Direct Plan Jan 01, 2013 9.52 10.58 13.55 1.56 4,548.50
UTI Children's Equity Fund - Direct Plan - Growth Option Jan 01, 2013 7.99 14.97 22.80 1.16 1,093.47

Fund Holdings as on 30-April-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • INFOSYS LTD

  • LARSEN & TOUBRO LTD

  • AXIS BANK LTD

  • TATA CONSULTANCY SERVICES LTD

  • ITC LTD

  • HINDUSTAN UNILEVER LTD

  • SHREE CEMENT LTD

  • TITAN COMPANY LTD

  • MARICO LTD

  • DR REDDYS LABORATORIES LTD

  • TATA CONSUMER PRODUCTS LTD

  • UNITED SPIRITS LTD

  • AAVAS FINANCIERS LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • HDFC LIFE INSURANCE CO. LTD

  • MRF LTD

  • CITY UNION BANK LTD

  • GRAVITA INDIA LTD

  • GREENPLY INDUSTRIES LTD

  • JUPITER LIFE LINE HOSPITALS LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • CAN FIN HOMES LTD

  • A) REPO

  • GODREJ INDUSTRIES LTD

  • PARADEEP PHOSPHATES LTD

  • INDRAPRASTHA GAS LTD

  • METROPOLIS HEALTHCARE LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • INDIGO PAINTS LTD

  • CESC LTD

  • DCB BANK LTD

  • METRO BRANDS LTD

  • SHARDA CROPCHEM LTD

  • CASTROL INDIA LTD

  • REPCO HOME FINANCE LTD

  • BANSAL WIRE INDUSTRIES LTD

  • INDUS TOWERS LTD

  • CIE AUTOMOTIVE INDIA LTD

  • INDUSIND BANK LTD

  • PNC INFRATECH LTD

  • KROSS LTD

  • ARVIND FASHIONS LTD

  • TEAMLEASE SERVICES LTD

  • BHARAT BIJLEE LTD

  • VIP INDUSTRIES LTD

  • CASH / NET CURRENT ASSET

  • TATA STEEL LTD

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Insurance

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Consumer Food

  • Tea/Coffee

  • Breweries & Distilleries

  • Miscellaneous

  • Retailing

  • Tyres & Allied

  • Auto Ancillary

  • Metal - Non Ferrous

  • Wood & Wood Products

  • Fertilizers

  • Chemicals

  • Gas Transmission/Marketing

  • Steel & Iron Products

  • Finance - Asset Management

  • Paints

  • Power Generation/Distribution

  • Pesticides & Agrochemicals

  • Lubricants

  • Telecommunication - Service Provider

  • Professional Services

  • Electric Equipment

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  • Cash

  • Equity

  • REITs & InvITs

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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 ₹354.16 crore. Tata Young Citizens Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Young Citizens Fund ended down ₹-0.49(-0.75%)yesterday to ₹64.7984.

Among its top 3 holdings the fund has exposure to HDFC 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

022 6282 7777
service@tataamc.com
+91 (22) 22613782