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 Citizens' Fund -Regular Plan-Growth Option 66.56 45.67 30.11 17.05 18.94 13.25
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 -Regular Plan-Growth Option Oct 14, 1995 30.11 17.05 18.94 2.60 336.72
HDFC Childrens Gift Fund - Growth Plan Mar 02, 2001 27.54 18.20 18.10 1.76 9,018.60
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 16.69 10.81 10.93 1.73 4,433.81
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 43.23 20.92 16.86 2.21 1,267.09
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 33.14 15.95 18.01 2.26 1,010.49
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH Feb 11, 2019 32.10 13.51 13.34 2.15 994.54

Fund Holdings as on 31-May-2024

  • HDFC BANK LTD

  • ICICI BANK LTD

  • A) REPO

  • RELIANCE INDUSTRIES LTD

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • KARUR VYSYA BANK LTD

  • ITC LTD

  • AXIS BANK LTD

  • LARSEN & TOUBRO LTD

  • TITAN COMPANY LTD

  • KOTAK MAHINDRA BANK LTD

  • CASH / NET CURRENT ASSET

  • GRINDWELL NORTON LTD

  • MRF LTD

  • UNITED SPIRITS LTD

  • ULTRATECH CEMENT LTD

  • GUJARAT PIPAVAV PORT LTD

  • GREENPLY INDUSTRIES LTD

  • DR REDDYs LABORATORIES LTD

  • PERSISTENT SYSTEMS LTD

  • THERMAX LTD

  • TATA CONSUMER PRODUCTS LTD

  • HINDUSTAN UNILEVER LTD

  • JUPITER LIFE LINE HOSPITALS LTD

  • REPCO HOME FINANCE LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • METRO BRANDS LTD

  • ACC LTD

  • DCB BANK LTD

  • MARICO LTD

  • DEEPAK NITRITE LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • AVENUE SUPERMARTS LTD

  • CREDITACCESS GRAMEEN LTD

  • JYOTHY LABS LTD

  • 3M INDIA LTD

  • SUN TV NETWORK LTD

  • DIVI LABORATORIES LTD

  • CIE AUTOMOTIVE INDIA LTD

  • HDFC LIFE INSURANCE CO. LTD

  • INDRAPRASTHA GAS LTD

  • SANOFI INDIA LTD

  • BHARAT BIJLEE LTD

  • AAVAS FINANCIERS LTD

  • INDUS TOWERS LTD

  • ARVIND FASHIONS LTD

  • WIPRO LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • CERA SANITARYWARE LTD

  • MAHINDRA LOGISTICS LTD

  • OIL INDIA LTD

  • JUBILANT FOODWORKS LTD

  • CASTROL INDIA LTD

  • ZOMATO LTD

  • CESC LTD

  • VIP INDUSTRIES LTD

  • KANSAI NEROLAC PAINTS LTD

  • METROPOLIS HEALTHCARE LTD

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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 ₹336.72 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 ₹-0.02(-0.03%)yesterday to ₹59.2818.

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