- Mutual Funds
- TATA Mutual Fund
- Tata Young Citizen After 7 years fund (Growth)
Tata Young Citizen After 7 years fund (Growth)
₹ 36.8816
NAV (Jun 28)
Track Record
13 Years.
Relative Size
251 Cr.
Category View
.
Consistency Of Performance
.
Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 36.8816
NAV (Jun 28)
Fund Returns
Last 1Y | -1.2% |
Last 3Y | 13.1% |
Last 5Y | 8.4% |
Last 10Y | 10.5% |
Since Inception | 3.6% |
6 Month CAGR | -10.6% |
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 | 2.54 |
Launched (13y ago) | Sep 25, 2009 |
AUM in Crores | 250.797 |
ISIN | INF277K01AJ5 |
Lock-in | 5 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
icici bank ltd
8.1%reliance industries ltd
7%hdfc bank ltd
5.7%infosys ltd
5.2%tata consultancy services ltd
4.2%Allocation by Sector
financial services
29.3%technology
15.3%consumer defensive
11%basic materials
9.9%industrials
9.3%Comparison with Solution Oriented Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|
About the AMC
Tata Asset Management Limited
Tata Asset Management Private Limited manages assets worth 93,431 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.6% | 18.9% | ||
26.6% | 18.9% | ||
26.6% | 18.9% | ||
12.5% | 12.3% | ||
23.1% | 20.2% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsTata 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 3.6% over a period of 12 years. The fund is managed by Tata Asset Management Private Limited. The fund managers are Amey Sathe, Rahul Singh.
Nav of Tata Young Citizen After 7 years fund (G) as of 6/28/2022 is ₹36.88 with the total AUM as of 6/29/2022 is ₹250.797. 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 2.54% for regular plan.