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  • Tata Asset Management Limited
  • Tata Young Citizen After 7 years fund (Growth)
Tata Young Citizen After 7 years fund (Growth)

Tata Young Citizen After 7 years fund (Growth)

Solution Oriented

Childrens Fund

29.259

NAV (Nov 23)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years

Relative Size

187 Cr

Category View

Consistency Of Performance

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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    Grow Wealth , Retirement , Kid's Education
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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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.52 %

Expense Ratio

Sep 25, 2009

Launched (11y ago)

₹ 187

AUM in Crores

INF277K01AJ5

ISIN

5

Lock-in

CRISIL Hybrid 25+75-Aggressive TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Akhil Mittal

Fund Manager

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Amey Sathe

Fund Manager

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Ennette Fernandes

Fund Manager

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Rahul Singh

Fund Manager

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Sonam Udasi

Fund Manager

calculator

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-23

Top Stock Holdings

Reliance industries ltd

9.3%
9.3%

Hdfc bank ltd

8.8%
8.8%

Icici bank ltd

5.8%
5.8%

Infosys ltd

5%
5%

Tata consultancy services ltd

4.6%
4.6%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

31.7%
90%

Technology

17.3%
90%

Energy

9.3%
90%

Healthcare

8.5%
90%

Consumer defensive

8.2%
90%
See all sectorsright-arrow
comparison

Comparison with Solution Oriented Funds

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Aditya Birla Sun Life Liquid (G)

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 54,420 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Tata Liquid Fund (G)

    Tata Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 15,958 Cr

    Fund Size

    6.2%

    3Y returns

    Tata Liquid Fund (DR-D)

    Tata Liquid Fund (DR-D)

    Liquid

    Top Ranked

    ₹ 15,958 Cr

    Fund Size

    4.5%

    3Y returns

    Tata Liquid Fund (DP-A)

    Tata Liquid Fund (DP-A)

    Liquid

    Top Ranked

    ₹ 15,958 Cr

    Fund Size

    4.8%

    3Y returns

    Tata Index Fund Sensex (G)

    Tata Index Fund Sensex (G)

    Index Funds

    Top Ranked

    ₹ 31 Cr

    Fund Size

    10%

    3Y returns

    Tata Large & Mid Cap Fund (G)

    Tata Large & Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,666 Cr

    Fund Size

    6.6%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 years
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 11.25 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Tata Young Citizen After 7 years fund (G)

    About Tata Young Citizen After 7 years fund (G)

    Tata Young Citizen After 7 years fund (G) is a childrens fund solution oriented fund and has delivered an annualised return of 2.3% over a period of 11 years ..The fund is managed by Tata Asset Management Limited.The fund managers are Akhil Mittal, Amey Sathe, Ennette Fernandes, Rahul Singh, Sonam Udasi

    Tata Young Citizen After 7 years fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    Tata Young Citizen After 7 years fund (G) NAV,AUM,Risk

    The Tata Young Citizen After 7 years fund (G) fund was launched on Sep 25, 2009. The NAV (Net Asset Value) of this childrens fund solution oriented as of 2020-11-23 is ₹ 29.259. The total AUM (Asset Under Management) of the fund as of 2020-11-24 is ₹ 186.304. The category risk of the Tata Young Citizen After 7 years fund (G) fund is Moderately High risk. The fund charges 2.52 % as expense ratio.

    Tata Young Citizen After 7 years fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 96.6% in this asset class. The top three holdings of the fund are reliance industries ltd,hdfc bank ltd and icici bank ltd

    Tata Young Citizen After 7 years fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata Young Citizen After 7 years fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 25+75-Aggressive TR INR

    Tata Young Citizen After 7 years fund (G) Review

    Tata Young Citizen After 7 years fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Tata Young Citizen After 7 years fund (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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