Tata Young Citizens Fund - Growth - Direct Plan

Other Plans and Options
  • (-0.28%)Nav, as on 21-02-2025

  • Previous Nav

  • Net Change on 21-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -63.02 -24.10 1.56 12.43 16.61 12.44
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 1.56 12.43 16.61 1.90 349.20
HDFC Children's Fund - Direct Plan Jan 01, 2013 6.78 15.22 17.26 0.94 9,629.05
UTI Children's Hybrid Fund - Direct Plan Jan 01, 2013 7.52 8.26 9.99 1.54 4,452.25
ICICI Prudential Child Care Fund (Gift Plan) - Direct Plan - Cumulative Jan 01, 2013 6.08 15.57 15.22 1.49 1,280.20
UTI Children's Equity Fund - Direct Plan - Growth Option Jan 01, 2013 7.66 10.77 15.24 1.19 1,064.98
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH Feb 11, 2019 3.85 11.94 11.86 0.94 1,031.92

Fund Holdings as on 31-January-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • INFOSYS LTD

  • TATA CONSULTANCY SERVICES LTD

  • KOTAK MAHINDRA BANK LTD

  • LARSEN & TOUBRO LTD

  • ITC LTD

  • HINDUSTAN UNILEVER LTD

  • TITAN COMPANY LTD

  • DR REDDYS LABORATORIES LTD

  • SHREE CEMENT LTD

  • AXIS BANK LTD

  • MARICO LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • UNITED SPIRITS LTD

  • GRAVITA INDIA LTD

  • TATA CONSUMER PRODUCTS LTD

  • AAVAS FINANCIERS LTD

  • JUPITER LIFE LINE HOSPITALS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • CASH / NET CURRENT ASSET

  • BROOKFIELD INDIA REAL ESTATE TRUST

  • MRF LTD

  • PARADEEP PHOSPHATES LTD

  • GREENPLY INDUSTRIES LTD

  • CITY UNION BANK LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • METRO BRANDS LTD

  • CAN FIN HOMES LTD

  • GODREJ INDUSTRIES LTD

  • SHARDA CROPCHEM LTD

  • CESC LTD

  • METROPOLIS HEALTHCARE LTD

  • BANSAL WIRE INDUSTRIES LTD

  • INDRAPRASTHA GAS LTD

  • AVENUE SUPERMARTS LTD

  • DCB BANK LTD

  • INDUSIND BANK LTD

  • REPCO HOME FINANCE LTD

  • PNC INFRATECH LTD

  • INDIGO PAINTS LTD

  • SUN TV NETWORK LTD

  • CASTROL INDIA LTD

  • TEAMLEASE SERVICES LTD

  • ARVIND FASHIONS LTD

  • KROSS LTD

  • CIE AUTOMOTIVE INDIA LTD

  • AKUMS DRUGS AND PHARMACEUTICALS LTD

  • INDUS TOWERS LTD

  • BHARAT BIJLEE LTD

  • VIP INDUSTRIES LTD

  • ITC HOTELS LTD

View More

  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Insurance

  • Household & Personal Products

  • Retailing

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Consumer Food

  • Breweries & Distilleries

  • Metal - Non Ferrous

  • Tea/Coffee

  • Miscellaneous

  • Tyres & Allied

  • Fertilizers

  • Wood & Wood Products

  • Finance - Asset Management

  • Chemicals

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Steel & Iron Products

  • Gas Transmission/Marketing

  • Paints

  • TV Broadcasting & Software Production

  • Lubricants

  • Professional Services

  • Auto Ancillary

  • Forgings

  • Telecommunication - Service Provider

  • Electric Equipment

  • Hotel, Resort & Restaurants

View More

  • Cash

  • Equity

  • REITs & InvITs

View More

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 ₹349.20 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 ₹-0.17(-0.28%)yesterday to ₹61.6461.

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