scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • TATA Mutual Fund
      right-arrow
    • Tata Young Citizen Fund Upto 3 years (Growth)

    Formerly Tata Young Citizens Upto 3 yrs Reg Gr

    TATA Mutual Fund

    Tata Young Citizen Fund Upto 3 years (Growth)

    Solution OrientedChildrens Fund

    26.3034

    NAV (Jun 01)

    11.7%
    5 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    26 Years.

    Relative Size

    271 Cr.

    Category View

    .

    Consistency Of Performance

    .

    Invest in this fund
    Explore a better alternative to this fund with a Scripbox plan.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    26.3034

    NAV (Jun 1)

    Fund Returns

    Last 1Y
    6.9%
    Last 3Y
    7.6%
    Last 5Y
    11.7%
    Last 10Y
    10.4%
    Since Inception
    13%
    6 Month CAGR
    -0.1%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.72
    Launched (26y ago)
    Oct 14, 1995
    AUM in Crores
    270.145
    ISIN
    Lock-in
    5
    Benchmark
    S&P BSE 200 India TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Amey Sathe

    Fund Manager

    user-avatar

    Rahul Singh

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Solution Oriented Funds

    Fund NameScripbox OpinionFund SizeTrack Record
    amc-icon

    About the AMC

    Tata Asset Management Limited

    Tata Asset Management Limited manages assets worth 82,007 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

    amc-img

  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Tata Liquid Fund (G)

    recommended-badge

    5.1%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    20.3%

    13%

    top-ranked-badge

    17.1%

    16.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Tata Young Citizen Fund Upto 3 years (G)

    About Tata Young Citizen Fund Upto 3 years (G)

    Tata Young Citizen Fund Upto 3 years (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 13% over a period of 25 years. The fund was previously known as Tata Young Citizens Upto 3 yrs Reg Gr . The fund is managed by Tata Asset Management Limited. The fund managers are Amey Sathe, Rahul Singh

    Tata Young Citizen Fund Upto 3 years (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Young Citizen Fund Upto 3 years (G) NAV,AUM,Risk

    The Tata Young Citizen Fund Upto 3 years (G) fund was launched on Oct 14, 1995. The NAV (Net Asset Value) of this Childrens Fund Solution Oriented fund as of 2018-06-01 is ₹26.30. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹270.145. The category risk of the Tata Young Citizen Fund Upto 3 years (G) fund is Very High Risk. The fund charges 2.72 % as expense ratio.

    Tata Young Citizen Fund Upto 3 years (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , hdfc bank ltd , infosys ltd , tata consultancy services ltd , kotak mahindra bank ltd , housing development finance corp ltd , titan co ltd , bharti airtel ltd , axis bank ltd , wipro ltd , hindustan unilever ltd , uti asset management co ltd , mrf ltd , itc ltd , divi's laboratories ltd , mindtree ltd , persistent systems ltd , gujarat gas ltd , birlasoft ltd , deepak nitrite ltd , ultratech cement ltd , dr reddy's laboratories ltd , larsen & toubro ltd , tata consumer products ltd , icici lombard general insurance co ltd , century textiles & industries ltd , acc ltd , sun pharmaceuticals industries ltd , alkem laboratories ltd , greenply industries ltd , marico ltd , grindwell norton ltd , avenue supermarts ltd , united spirits ltd , sanofi india ltd , indraprastha gas ltd , a) repo , amber enterprises india ltd ordinary shares , karur vysya bank ltd , hdfc life insurance company limited , bayer cropscience ltd , dcb bank ltd , gujarat pipavav port ltd , 3m india ltd , thermax ltd , net current liabilities

    Tata Young Citizen Fund Upto 3 years (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator