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- Tata Mutual Fund
- Tata Young Citizens Fund (IDCW-I)
Tata Young Citizens Fund (IDCW-I)
₹ 64.4048
NAV (Sep 11)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Young Citizens Fund (IDCW-I) | 12,80,835 | 5,48,223 | 21.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
HDFC Bank Ltd.
6.2%ICICI Bank Ltd.
4.8%Others
4.4%Reliance Industries Ltd.
4.3%Infosys Ltd.
4.3%Allocation by Sector
Financial
24.4%Consumer Staples
10.59%Technology
10.45%Energy
7.4%Materials
6.79%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 4,457 cr | ||
₹ 9,577 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox 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)?
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.