Tata Young Citizens Fund - Growth - Direct Plan

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  • (-0.7%)Nav, as on 01-04-2025

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  • Net Change on 01-04-2025

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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 Option 67.79 -24.07 5.85 12.20 24.16 12.51
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 5.85 12.20 24.16 1.90 322.14
HDFC Children's Fund - Direct Plan Jan 01, 2013 9.03 15.74 24.10 0.94 9,057.90
UTI Children's Hybrid Fund - Direct Plan Jan 01, 2013 8.76 8.86 13.77 1.55 4,316.01
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 8.28 16.23 22.43 1.51 1,183.32
UTI Children's Equity Fund - Direct Plan - Growth Option Jan 01, 2013 8.68 11.42 23.71 1.21 994.15
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH Feb 11, 2019 5.88 12.45 18.51 0.96 955.83

Fund Holdings as on 28-February-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • INFOSYS LTD

  • KOTAK MAHINDRA BANK LTD

  • TATA CONSULTANCY SERVICES LTD

  • LARSEN & TOUBRO LTD

  • ITC LTD

  • HINDUSTAN UNILEVER LTD

  • AXIS BANK LTD

  • SHREE CEMENT LTD

  • TITAN COMPANY LTD

  • DR REDDYS LABORATORIES LTD

  • MARICO LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • TATA CONSUMER PRODUCTS LTD

  • AAVAS FINANCIERS LTD

  • UNITED SPIRITS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • JUPITER LIFE LINE HOSPITALS LTD

  • GRAVITA INDIA LTD

  • GODREJ INDUSTRIES LTD

  • GREENPLY INDUSTRIES LTD

  • INDRAPRASTHA GAS LTD

  • MRF LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • CAN FIN HOMES LTD

  • METRO BRANDS LTD

  • CITY UNION BANK LTD

  • PARADEEP PHOSPHATES LTD

  • CASTROL INDIA LTD

  • INDUSIND BANK LTD

  • CESC LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • AVENUE SUPERMARTS LTD

  • SHARDA CROPCHEM LTD

  • METROPOLIS HEALTHCARE LTD

  • DCB BANK LTD

  • SUN TV NETWORK LTD

  • BANSAL WIRE INDUSTRIES LTD

  • REPCO HOME FINANCE LTD

  • PNC INFRATECH LTD

  • INDIGO PAINTS LTD

  • KROSS LTD

  • CASH / NET CURRENT ASSET

  • INDUS TOWERS LTD

  • TEAMLEASE SERVICES LTD

  • ARVIND FASHIONS LTD

  • CIE AUTOMOTIVE INDIA LTD

  • VIP INDUSTRIES LTD

  • BHARAT BIJLEE LTD

  • ITC HOTELS LTD

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Insurance

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Retailing

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Consumer Food

  • Tea/Coffee

  • Breweries & Distilleries

  • Miscellaneous

  • Metal - Non Ferrous

  • Auto Ancillary

  • Chemicals

  • Wood & Wood Products

  • Gas Transmission/Marketing

  • Tyres & Allied

  • Finance - Asset Management

  • Fertilizers

  • Lubricants

  • Power Generation/Distribution

  • Pesticides & Agrochemicals

  • TV Broadcasting & Software Production

  • Steel & Iron Products

  • Paints

  • Professional Services

  • Telecommunication - Service Provider

  • Forgings

  • Electric Equipment

  • Hotel, Resort & Restaurants

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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 ₹322.14 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 ₹-0.44(-0.7%)yesterday to ₹62.6523.

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