Tata Young Citizen Fund
Scheme Information
2019-11-14
| Asset Management Company (AMC) | Tata Asset Management Limited |
| Asset Class Type | Other |
| Inception Date | Oct 14, 1995 |
| Benchmark | CRISIL Hybrid 25+75 - Aggressive Index |
| 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. |
| Fund Manager | Sonam Udasi |
| AUM (In Crores) | 189.18 |
| Allocation |
Equity: 91.5561% Debt: 7.7486% Others: 0.6953% |
| Exit Load | Compulsory Lock-in Option 5 years or till the child attains age of majority (whichever is earlier). 1% - If redeemed before child attains 18 years of age |
| Minimum Investment Amount |
First Investment:
500
|
| Expense Ratio | 2.59 |
| Average Maturity | 1087.70 Days |
| Modified Duration | 828.55 Days |
| Yield to Maturity | 8.64% |
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 (link provided) before taking any Investment action based on this information.
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