Tata Young Citizens Fund - Growth - Direct Plan

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  • Net Change on 11-06-2025

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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 Option 79.16 58.99 7.70 19.10 22.89 13.17
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 7.70 19.10 22.89 2.06 365.79
UTI Children's Hybrid Fund - Direct Plan Jan 01, 2013 8.35 11.85 13.18 1.52 4,610.13
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 8.72 21.89 22.27 1.47 1,343.42
UTI Children's Equity Fund - Direct Plan - Growth Option Jan 01, 2013 6.58 18.25 22.21 1.17 1,129.41

Fund Holdings as on 31-May-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • INFOSYS LTD

  • KOTAK MAHINDRA BANK LTD

  • LARSEN & TOUBRO LTD

  • A) REPO

  • AXIS BANK LTD

  • TATA CONSULTANCY SERVICES LTD

  • ITC LTD

  • HINDUSTAN UNILEVER LTD

  • TITAN COMPANY LTD

  • SHREE CEMENT LTD

  • DR REDDYS LABORATORIES LTD

  • MARICO LTD

  • HDFC LIFE INSURANCE CO. LTD

  • UNITED SPIRITS LTD

  • TATA CONSUMER PRODUCTS LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • CITY UNION BANK LTD

  • AAVAS FINANCIERS LTD

  • MRF LTD

  • GREENPLY INDUSTRIES LTD

  • GRAVITA INDIA LTD

  • CAN FIN HOMES LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • UTI ASSET MANAGEMENT COMPANY LTD

  • GODREJ INDUSTRIES LTD

  • JUPITER LIFE LINE HOSPITALS LTD

  • INDRAPRASTHA GAS LTD

  • SHARDA CROPCHEM LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • INDIGO PAINTS LTD

  • METROPOLIS HEALTHCARE LTD

  • DCB BANK LTD

  • CESC LTD

  • METRO BRANDS LTD

  • CASTROL INDIA LTD

  • CIE AUTOMOTIVE INDIA LTD

  • REPCO HOME FINANCE LTD

  • BANSAL WIRE INDUSTRIES LTD

  • PNC INFRATECH LTD

  • INDUS TOWERS LTD

  • INDUSIND BANK LTD

  • ARVIND FASHIONS LTD

  • KROSS LTD

  • TEAMLEASE SERVICES LTD

  • VIP INDUSTRIES LTD

  • BHARAT BIJLEE LTD

  • CASH / NET CURRENT ASSET

  • TATA STEEL LTD

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Insurance

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Consumer Food

  • Retailing

  • Tea/Coffee

  • Breweries & Distilleries

  • Auto Ancillary

  • Tyres & Allied

  • Wood & Wood Products

  • Metal - Non Ferrous

  • Finance - Asset Management

  • Chemicals

  • Gas Transmission/Marketing

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Paints

  • Power Generation/Distribution

  • 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 ₹365.79 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 ₹-0.11(-0.15%)yesterday to ₹69.436.

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