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Tata Young Citizen After 7 years fund (Growth)

Returns (5yrs)
3.3 %
Latest NAV
24.62

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Fund Information

as on 10th of July, 07:04 PM

Tata Asset Management Limited

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.

Fund Managers

  • profile-pic
    Akhil Mittal
    profile-pic
    Amey Sathe
    profile-pic
    Ennette Fernandes
    profile-pic
    Rahul Singh
    profile-pic
    Sonam Udasi
  • expense-ratio
    Expense Ratio
    2.52
    benchmark
    Benchmark
    CRISIL Hybrid 25+75-Aggressive TR INR
  • Aum image
    AUM
    ₹ 157.44 Crores
    ISIN
    ISIN
    INF277K01AJ5
  • Category Risk:

    Moderately High risk

Holding Information

as on 10th of July, 07:04 PM

Top Holding

Hdfc Bank Ltd
9%
Reliance Industries Ltd
8%
Icici Bank Ltd
6%
Bharti Airtel Ltd
4%
Kotak Mahindra Bank Ltd
4%

Top Sectors

Financial Services
29%
Consumer Defensive
10%
Consumer Cyclical
9%
Healthcare
9%
Technology
8%

Allocation

Equity
90%
Debt
6%
Others
4%

Investment Return Calculator

as on 10th of July, 07:04 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 10th of July, 07:04 PM
Minimum SIP Amount
₹ 0
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Tata Young Citizen [After 7 years] is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 3.3% over a period of 5 years. The fund is managed by Tata Asset Management Limited. The fund managers names 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. The fund charges 2.52000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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