- Mutual Funds
- TATA Mutual Fund
- Tata Young Citizen After 7 years fund (Growth)
Tata Young Citizen After 7 years fund (Growth)
₹ 55.1812
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 55.1812
NAV (Apr 22)
Fund Returns
Last 1Y | 33% |
Last 3Y | 18.2% |
Last 5Y | 17.1% |
Last 10Y | 13.1% |
Since Inception | 5.5% |
6 Month CAGR | 13% |
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 | 2.58 |
Launched (15y ago) | Sep 25, 2009 |
AUM in Crores | 326.461 |
ISIN | INF277K01AJ5 |
Lock-in | 5 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.4 |
Standard Deviation (5yr) | 16.9 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 0.892 |
Sharpe Ratio (5yr) | 0.681 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Young Citizen After 7 years fund (Growth) | 11,25,341 | 3,92,729 | 17.1% | |
| 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
6.5%icici bank ltd
5%reliance industries ltd
5%infosys ltd
4%tata consultancy services ltd
3.6%Allocation by Sector
financial services
28%consumer defensive
11.7%consumer cyclical
11.5%industrials
10.9%technology
10.6%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,003 cr | ||
₹ 940 cr | ||
₹ 497 cr | ||
₹ 127 cr | ||
₹ 166 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
31.8% | 25.6% | ||
13% | 12.8% | ||
20.9% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Young Citizen After 7 years fund (G) Review
Tata Young Citizen After 7 years fund (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 5.5% over a period of 14 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Amey Sathe.
Nav of Tata Young Citizen After 7 years fund (G) as of 4/22/2024 is ₹55.18 with the total AUM as of 4/23/2024 is ₹326.461. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Young Citizen After 7 years fund (G) was launched on Sep 25, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Young Citizen After 7 years fund (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 After 7 years fund (G)?
How to invest in Tata Young Citizen After 7 years fund (G)?
You can invest in Tata Young Citizen After 7 years fund (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 After 7 years fund (G)?
The minimum sip amount for Tata Young Citizen After 7 years fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Tata Young Citizen After 7 years fund (G) good to invest in?
As per Scripbox experts, Tata Young Citizen After 7 years fund (G) is a Not Reviewed Yet fund. You can investTata Young Citizen After 7 years fund (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 After 7 years fund (G)?
The expense ratio of the Tata Young Citizen After 7 years fund (G) is 2.58% for regular plan.