Formerly Tata Young Citizens Upto 3 yrs Reg Gr
₹ 26.3034
NAV (Jun 01)
Not Reviewed yet
Track Record
26 Years.
Relative Size
210 Cr.
Category View
.
Consistency Of Performance
.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.55 %
Expense Ratio
Oct 14, 1995
Launched (26y ago)
₹ 210
AUM in Crores
ISIN
5
Lock-in
CRISIL Hybrid 25+75-Aggressive TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 57,094 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.
Liquid
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₹ 12,917 Cr
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5.9%
3Y returns
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₹ 12,917 Cr
Fund Size
4.3%
3Y returns
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Top Ranked
₹ 12,917 Cr
Fund Size
4.8%
3Y returns
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₹ 1,885 Cr
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₹ 1,722 Cr
Fund Size
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3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Tata Young Citizen Fund Upto 3 years (G) is a childrens fund solution oriented fund and has delivered an annualised return of 13.0% over a period of 26 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 Akhil Mittal, Amey Sathe, Ennette Fernandes, Rahul Singh, Sonam Udasi
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.
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 as of 2018-06-01 is ₹ 26.3034. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 209.513. The category risk of the Tata Young Citizen Fund Upto 3 years (G) fund is Very High Risk. The fund charges 2.55 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.7% in this asset class. The top three holdings of the fund are hdfc bank ltd,reliance industries ltd shs dematerialised and icici bank ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 25+75-Aggressive TR INR
Tata Young Citizen Fund Upto 3 years (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Tata Young Citizen Fund Upto 3 years (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.