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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%
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 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund 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.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
