- Mutual Funds
- TATA Mutual Fund
- Tata Young Citizen Fund Upto 3 years (Growth)
Formerly Tata Young Citizens Upto 3 yrs Reg Gr
Tata Young Citizen Fund Upto 3 years (Growth)
₹ 26.3034
NAV (Jun 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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% |
Scheme Information
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 | 2.52 |
Launched (28y ago) | Oct 14, 1995 |
AUM in Crores | 297.736 |
ISIN | |
Lock-in | 5 |
Benchmark | IISL 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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Young Citizen Fund Upto 3 years (Growth) | 9,77,005 | 2,44,393 | 11.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
7.8%reliance industries ltd
4.9%icici bank ltd
4.8%infosys ltd
4.2%tata consultancy services ltd
3.5%Allocation by Sector
financial services
30.9%consumer defensive
12.1%technology
11.3%industrials
11.1%consumer cyclical
11%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 2,604 cr | ||
₹ 802 cr | ||
₹ 168 cr | ||
₹ 475 cr | ||
₹ 297 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 11.9% | ||
25.9% | 16.4% | ||
22.9% | 16.3% | ||
38.4% | 14.5% | ||
25.8% | 16.4% |
Tata Young Citizen Fund Upto 3 years (G) Review
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 27 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 manager’s name is Amey Sathe.
Nav of Tata Young Citizen Fund Upto 3 years (G) as of 6/1/2018 is ₹26.30 with the total AUM as of 9/23/2023 is ₹297.736. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Young Citizen Fund Upto 3 years (G) was launched on Oct 14, 1995. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Young Citizen Fund Upto 3 years (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 Upto 3 years (G)?
How to invest in Tata Young Citizen Fund Upto 3 years (G)?
You can invest in Tata Young Citizen Fund Upto 3 years (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 Upto 3 years (G)?
The minimum sip amount for Tata Young Citizen Fund Upto 3 years (G) is ₹0. You can invest in multiples of ₹5000.
Is Tata Young Citizen Fund Upto 3 years (G) good to invest in?
As per Scripbox experts, Tata Young Citizen Fund Upto 3 years (G) is a Not Reviewed Yet fund. You can investTata Young Citizen Fund Upto 3 years (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 Upto 3 years (G)?
The expense ratio of the Tata Young Citizen Fund Upto 3 years (G) is 2.52% for regular plan.