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  • Tata Young Citizens Fund (IDCW-I)
TATA Mutual Fund

Tata Young Citizens Fund (IDCW-I)

OthersChildrens Fund

64.4048

NAV (Sep 11)

21.878%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

64.4048

NAV (Sep 11)

Fund Returns

Last 1Y
29.2%
Last 3Y
16%
Last 5Y
21.9%
Last 10Y
13.2%
Since Inception
13.5%
6 Month CAGR
18.8%

Scheme Information

Investment Objective

The Scheme seeks to generate long term capital growth.

Expense Ratio
2.6
Launched (0y ago)
2.6
AUM in Crores
387.1
ISIN
INF277K01AJ5
Lock-in
1825
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.9
Beta
0.9
Sharpe Ratio
1
YTM
Fund Managers

Amey Sathe

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Young Citizens Fund (IDCW-I)70%12,80,835 5,48,22321.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

6.2%
6.21%

ICICI Bank Ltd.

4.8%
4.76%

Others

4.4%
4.39%

Reliance Industries Ltd.

4.3%
4.33%

Infosys Ltd.

4.3%
4.27%
See all holdings

Allocation by Sector

Financial

24.4%
24.4%

Consumer Staples

10.59%
10.59%

Technology

10.45%
10.45%

Energy

7.4%
7.4%

Materials

6.79%
6.79%
See all sectors

Comparison with Others Funds

Fund NameFund Size
Kotak Nasdaq 100 FOF (G)
Kotak Nasdaq 100 FOF (G)

₹ 3,124 cr

₹ 1,977 cr

₹ 26,041 cr

₹ 4,457 cr

₹ 9,577 cr

amc-img

About the AMC

Tata Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years. amc-img
phone-img1800-209-0101
email-imgservice@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

15.701%

18.807%

15.544%

16.831%

30.962%

16.279%

6.196%

6.714%

11.889%

13.315%

Tata Young Citizens Fund (IDCW-I) Review

Tata Young Citizens Fund (IDCW-I) is a Others Others fund and has delivered an annualised return of 13.463% over a period of 28 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is [object Object].

Nav of Tata Young Citizens Fund (IDCW-I) as of 9/11/2024 is ₹64.40 with the total AUM as of 9/12/2024 is ₹387.106351. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Young Citizens Fund (IDCW-I) was launched on 1995-10-14. The category risk of the fund is Average.

The minimum SIP amount for Tata Young Citizens Fund (IDCW-I) is ₹1000 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 Citizens Fund (IDCW-I)?

Tata Young Citizens Fund (IDCW-I) is a Others Others scheme predominantly investing across Others instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Young Citizens Fund (IDCW-I)?

You can invest in Tata Young Citizens Fund (IDCW-I) 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 Citizens Fund (IDCW-I)?

The minimum sip amount for Tata Young Citizens Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Young Citizens Fund (IDCW-I) good to invest in?

As per Scripbox experts, Tata Young Citizens Fund (IDCW-I) is a fund. You can investTata Young Citizens Fund (IDCW-I) 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 Citizens Fund (IDCW-I)?

The expense ratio of the Tata Young Citizens Fund (IDCW-I) is 2.6% for regular plan.