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  • Tata Young Citizen Fund 3 years upto 7 years Plan A (Growth)
TATA Mutual Fund

Tata Young Citizen Fund 3 years upto 7 years Plan A (Growth)

Solution OrientedChildrens Fund

26.4478

NAV (May 31)

11.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

26.4478

NAV (May 31)

Fund Returns

Last 1Y
7.9%
Last 3Y
7.6%
Last 5Y
11.8%
Last 10Y
5.4%
Since Inception
2%
6 Month CAGR
-0.2%

Scheme Information

Investment 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.

Expense Ratio
2.58
Launched (15y ago)
Sep 25, 2009
AUM in Crores
339.356
ISIN
Lock-in
5
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
7.4
Standard Deviation (5yr)
7.6
Beta (3yr)
0.48
Beta (5yr)
0.48
Sharpe Ratio (3yr)
0.146
Sharpe Ratio (5yr)
0.564
YTM
0
Fund Managers

Amey Sathe

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Young Citizen Fund 3 years upto 7 years Plan A (Growth)70%9,79,519 2,46,90711.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2018-05-31

Top Stock Holdings

hdfc bank ltd

6.6%
6.6%

icici bank ltd

5.1%
5.1%

reliance industries ltd

4.8%
4.8%

a) repo

4.7%
4.7%

infosys ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

29.1%
29.1%

consumer defensive

11.5%
11.5%

industrials

10.7%
10.7%

consumer cyclical

10%
10%

technology

9.4%
9.4%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 3,090 cr

₹ 988 cr

₹ 125 cr

₹ 500 cr

₹ 163 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,874 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

13%

13.1%

28.3%

26.3%

19.4%

18.9%

5.9%

6.7%

5.2%

4.7%

Tata Young Citizen Fund 3 years upto 7 years Plan A (G) Review

Tata Young Citizen Fund 3 years upto 7 years Plan A (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 2% over a period of 14 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Amey Sathe.

Nav of Tata Young Citizen Fund 3 years upto 7 years Plan A (G) as of 5/31/2018 is ₹26.45 with the total AUM as of 5/24/2024 is ₹339.356. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Young Citizen Fund 3 years upto 7 years Plan A (G) was launched on Sep 25, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata Young Citizen Fund 3 years upto 7 years Plan A (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Tata Young Citizen Fund 3 years upto 7 years Plan A (G)?

Tata Young Citizen Fund 3 years upto 7 years Plan A (G) is a Childrens Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Young Citizen Fund 3 years upto 7 years Plan A (G)?

You can invest in Tata Young Citizen Fund 3 years upto 7 years Plan A (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Young Citizen Fund 3 years upto 7 years Plan A (G)?

The minimum sip amount for Tata Young Citizen Fund 3 years upto 7 years Plan A (G) is ₹0. You can invest in multiples of ₹5000.

Is Tata Young Citizen Fund 3 years upto 7 years Plan A (G) good to invest in?

As per Scripbox experts, Tata Young Citizen Fund 3 years upto 7 years Plan A (G) is a Not Reviewed Yet fund. You can investTata Young Citizen Fund 3 years upto 7 years Plan A (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata Young Citizen Fund 3 years upto 7 years Plan A (G)?

The expense ratio of the Tata Young Citizen Fund 3 years upto 7 years Plan A (G) is 2.58% for regular plan.