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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

54.626

NAV (Apr 18)

16.6%
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

54.626

NAV (Apr 18)

Fund Returns

Last 1Y
30.9%
Last 3Y
17.3%
Last 5Y
16.6%
Last 10Y
13%
Since Inception
5.5%
6 Month CAGR
11%

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
2.58
Launched (15y ago)
Sep 25, 2009
AUM in Crores
326.461
ISIN
INF277K01AJ5
Lock-in
5
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
16.9
Beta (3yr)
0.9
Beta (5yr)
0.87
Sharpe Ratio (3yr)
0.892
Sharpe Ratio (5yr)
0.681
YTM
0
Fund Managers

Amey Sathe

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Young Citizen After 7 years fund (Growth)70%11,10,463 3,77,85116.6%
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 2024-04-18

Top Stock Holdings

hdfc bank ltd

6.5%
6.5%

icici bank ltd

5%
5%

reliance industries ltd

5%
5%

infosys ltd

4%
4%

tata consultancy services ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

28%
28%

consumer defensive

11.7%
11.7%

consumer cyclical

11.5%
11.5%

industrials

10.9%
10.9%

technology

10.6%
10.6%
See all sectors

Comparison with Solution Oriented Funds

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

₹ 3,003 cr

₹ 127 cr

₹ 497 cr

₹ 940 cr

₹ 326 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 138,620 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.6%

12.7%

31.1%

25.4%

20.2%

18.3%

5.8%

6.7%

5.1%

4.7%

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 5.5% over a period of 14 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 4/18/2024 is ₹54.63 with the total AUM as of 4/19/2024 is ₹326.461. 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 instruments 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 2.58% for regular plan.