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  • Tata Young Citizen After 7 years fund (Growth)
TATA Mutual Fund

Tata Young Citizen After 7 years fund (Growth)

Solution OrientedChildrens Fund

43.726

NAV (Dec 02)

10.7%
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

43.726

NAV (Dec 2)

Fund Returns

Last 1Y

7%

Last 3Y

19%

Last 5Y

10.7%

Last 10Y

11.5%

Since Inception

4.6%

6 Month CAGR

13.7%

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 (13y ago)

Sep 25, 2009

AUM in Crores

273.246

ISIN

INF277K01AJ5

Lock-in

5

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

20.3

Standard Deviation (5yr)

17.8

Beta (3yr)

0.88

Beta (5yr)

0.88

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

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 2022-12-02

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 After 7 years fund (Growth)

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

₹ 2,399 cr

₹ 193 cr

₹ 642 cr

₹ 456 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

    25.5%

    16.8%

    21.6%

    16.3%

    24.1%

    14%

    25.6%

    16.7%

    24.1%

    14%

    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 4.6% over a period of 13 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 12/2/2022 is ₹43.73 with the total AUM as of 12/3/2022 is ₹273.246. 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)?

    Tata Young Citizen After 7 years fund (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 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 2.56% for regular plan.