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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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
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Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
All week call assistance
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
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 13.0% 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
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 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.
Tata Young Citizen Fund Upto 3 years (G) Holdings
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
Tata Young Citizen Fund Upto 3 years (G) SIP
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.
Tata Young Citizen Fund Upto 3 years (G) Investment volatility and Horizon
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) Review
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.
