Tata Young Citizens Fund - Growth - Direct Plan

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  • (-0.16%)Nav, as on 22-09-2023

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  • Net Change on 22-09-2023

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 12.85 28.58 16.89 24.52 14.97 12.69
Crisil 10 Yr Gilt Index 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 Jan 01, 2013 16.89 24.52 14.97 2.17 297.74
HDFC Childrens Gift Fund - Direct Plan Jan 01, 2013 19.08 23.50 15.53 0.95 7,330.39
UTI CCF Saving Plan - Direct Plan Jan 01, 2013 8.01 13.03 7.97 1.52 4,220.46
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 15.34 20.02 11.57 1.54 994.71
UTI CCF Investment Plan - Direct Plan - Growth Option Jan 01, 2013 10.20 23.02 13.12 1.21 832.48
Axis Children's Gift Fund - Lock in - Direct Growth Dec 08, 2015 6.23 15.91 11.68 0.95 751.26

Fund Holdings as on 31-August-2023

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • ITC LTD

  • TITAN COMPANY LTD

  • AXIS BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • A) REPO

  • KARUR VYSYA BANK LTD

  • LARSEN & TOUBRO LTD

  • THERMAX LTD

  • MRF LTD

  • GRINDWELL NORTON LTD

  • INDIAN BANK

  • HINDUSTAN UNILEVER LTD

  • CENTURY TEXTILES & INDUSTRIES LTD

  • DR REDDYs LABORATORIES LTD

  • LINDE INDIA LTD

  • UNITED SPIRITS LTD

  • CREDITACCESS GRAMEEN LTD

  • ULTRATECH CEMENT LTD

  • PERSISTENT SYSTEMS LTD

  • GUJARAT PIPAVAV PORT LTD

  • DEEPAK NITRITE LTD

  • METRO BRANDS LTD

  • TATA CONSUMER PRODUCTS LTD

  • MARICO LTD

  • EXIDE INDUSTRIES LTD

  • WESTLIFE FOODWORLD LTD

  • DCB BANK LTD

  • ALKEM LABORATORIES LTD

  • CERA SANITARYWARE LTD

  • REPCO HOME FINANCE LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • 3M INDIA LTD

  • GREENPLY INDUSTRIES LTD

  • AVENUE SUPERMARTS LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • JYOTHY LABS LTD

  • ACC LTD

  • HDFC LIFE INSURANCE CO. LTD

  • DIVI LABORATORIES LTD

  • VIP INDUSTRIES LTD

  • KPIT TECHNOLOGIES LTD

  • WIPRO LTD

  • SANOFI INDIA LTD

  • EICHER MOTORS LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • AAVAS FINANCIERS LTD

  • CASH / NET CURRENT ASSET

  • MAHINDRA LOGISTICS LTD

  • SOBHA LTD

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Household & Personal Products

  • Miscellaneous

  • Cigarettes/Tobacco

  • Diversified

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Retailing

  • Engineering - Construction

  • Insurance

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Tyres & Allied

  • Bank - Public

  • Abrasives

  • Industrial Gases & Fuels

  • Breweries & Distilleries

  • Finance - NBFC

  • Port

  • Chemicals

  • Tea/Coffee

  • Consumer Food

  • Batteries

  • Hotel, Resort & Restaurants

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Asset Management

  • Wood & Wood Products

  • Automobile Two & Three Wheelers

  • Finance - Investment

  • Logistics

  • Construction - Real Estate

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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 ₹297.74 crore. Tata Young Citizens Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Tata Young Citizens Fund ended down ₹-0.09(-0.16%)yesterday to ₹53.6343.

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

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782