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  • 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
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

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.

Expense Ratio

2.56

Launched (27y ago)

Oct 14, 1995

AUM in Crores

273.246

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

Amey Sathe

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2018-06-01

Top Stock Holdings

icici bank ltd

8.1%
8.1%

reliance industries ltd

5.6%
5.6%

hdfc bank ltd

5.6%
5.6%

infosys ltd

4.9%
4.9%

tata consultancy services ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

32.2%
32.2%

technology

13.3%
13.3%

consumer defensive

11.3%
11.3%

consumer cyclical

10.1%
10.1%

industrials

10%
10%
See all sectors

Compare Tata Young Citizen Fund Upto 3 years (Growth)

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 2,399 cr

₹ 456 cr

₹ 642 cr

₹ 193 cr

₹ 1,647 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 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

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.8%

    16.5%

    20.9%

    16.3%

    23.4%

    13.9%

    24.9%

    16.4%

    23.4%

    13.9%

    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 11/26/2022 is ₹273.246. 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)?

    Tata Young Citizen Fund Upto 3 years (G) is a Childrens Fund Solution Oriented scheme predominantly investing across Solution Oriented stocks with an investment objective to generate wealth over the long term.

    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 2.56% for regular plan.