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 -36.88 -20.16 7.31 11.69 17.28 12.90
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 7.31 11.69 17.28 2.56 361.58
HDFC Children's Fund - Growth Plan Mar 02, 2001 10.52 14.24 17.21 1.73 9,943.89
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 8.49 8.01 10.16 1.74 4,526.37
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 11.11 14.39 14.96 2.20 1,304.56
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 7.89 8.25 14.74 2.25 1,107.47
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH Feb 11, 2019 8.22 9.74 11.21 2.15 1,083.21

Fund Holdings as on 31-December-2024

  • HDFC BANK LTD

  • ICICI BANK LTD

  • RELIANCE INDUSTRIES LTD

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • ITC LTD

  • KOTAK MAHINDRA BANK LTD

  • DR REDDYS LABORATORIES LTD

  • HINDUSTAN UNILEVER LTD

  • AXIS BANK LTD

  • LARSEN & TOUBRO LTD

  • TITAN COMPANY LTD

  • UNITED SPIRITS LTD

  • SHREE CEMENT LTD

  • MARICO LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • CASH / NET CURRENT ASSET

  • UTI ASSET MANAGEMENT COMPANY LTD

  • GRAVITA INDIA LTD

  • MRF LTD

  • JUPITER LIFE LINE HOSPITALS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • GREENPLY INDUSTRIES LTD

  • SHARDA CROPCHEM LTD

  • CESC LTD

  • A) REPO

  • PARADEEP PHOSPHATES LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • CAN FIN HOMES LTD

  • CITY UNION BANK LTD

  • AAVAS FINANCIERS LTD

  • METRO BRANDS LTD

  • METROPOLIS HEALTHCARE LTD

  • TATA CONSUMER PRODUCTS LTD

  • BANSAL WIRE INDUSTRIES LTD

  • INDIGO PAINTS LTD

  • INDRAPRASTHA GAS LTD

  • TEAMLEASE SERVICES LTD

  • SUN TV NETWORK LTD

  • GODREJ INDUSTRIES LTD

  • DCB BANK LTD

  • PNC INFRATECH LTD

  • REPCO HOME FINANCE LTD

  • CASTROL INDIA LTD

  • AVENUE SUPERMARTS LTD

  • INDUSIND BANK LTD

  • KROSS LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • ARVIND FASHIONS LTD

  • BHARAT BIJLEE LTD

  • CIE AUTOMOTIVE INDIA LTD

  • INDUS TOWERS LTD

  • CREDITACCESS GRAMEEN LTD

  • VIP INDUSTRIES LTD

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Insurance

  • Engineering - Construction

  • Miscellaneous

  • Retailing

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Consumer Food

  • Finance - Asset Management

  • Metal - Non Ferrous

  • Tyres & Allied

  • Wood & Wood Products

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Fertilizers

  • Tea/Coffee

  • Steel & Iron Products

  • Paints

  • Gas Transmission/Marketing

  • Chemicals

  • Professional Services

  • TV Broadcasting & Software Production

  • Lubricants

  • Auto Ancillary

  • Electric Equipment

  • Forgings

  • Telecommunication - Service Provider

  • Finance - NBFC

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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 14-Oct-1995 and currently has an AUM of ₹361.58 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 up ₹0.04(0.06%)yesterday to ₹58.3295.

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