- Mutual Funds
- Tata Mutual Fund
- Tata Young Citizens Fund Direct Growth
Tata Young Citizens Fund Direct Plan Growth
₹ 60.43
NAV (Mar 17)
View Less
Tata Young Citizens Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,81,467
Wealth Gained12,14,079
Total Corpus Created (₹)
With CAGR of 19.92 % in 5 yearsHistorical NAV
₹ 60.4269
NAV (Mar 17)
Fund Returns
Last 1Y | 3.5% |
Last 3Y | 12.2% |
Last 5Y | 19.9% |
Last 10Y | 10.8% |
Since Inception | 12.1% |
6 Month CAGR | -16.6% |
Scheme Information
The Scheme seeks to generate long term capital growth.
Expense Ratio | 1.9 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 322.1 |
ISIN | INF277K01QW4 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Young Citizens Fund Direct (G) | 12,14,079 | 4,81,467 | 19.9% | |
| 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.
6.21%ICICI Bank Ltd.
4.76%Others
4.39%Reliance Industries Ltd.
4.33%Infosys Ltd.
4.27%
Allocation by Sector
Financial
27.86%Consumer Staples
12.43%Technology
7.33%Energy
7.06%Healthcare
6.72%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 46,114 cr | ||
₹ 4,444 cr | ||
₹ 88,004 cr | ||
₹ 12,517 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.3% | 5.1% | ||
7.1% | 6.7% | ||
6.7% | 7% | ||
22.1% | 23.8% | ||
13.8% | 16.4% |
Tata Young Citizens Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,81,467
Wealth Gained12,14,079
Total Corpus Created (₹)
With CAGR of 19.92 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Tata Young Citizens Fund Direct Plan Growth?
What is the current AUM of Tata Young Citizens Fund Direct Growth?
What is the latest NAV of Tata Young Citizens Fund Direct Growth?
What is the Riskometer rating for Tata Young Citizens Fund Direct Plan Growth?
Which are the top sector holdings in Tata Young Citizens Fund Direct Plan?
Which are the top stock holdings in Tata Young Citizens Fund Direct Plan?
What is the asset allocation of Tata Young Citizens Fund Direct Plan Growth?
What has been the performance of Tata Young Citizens Fund Direct Growth returns?
Does Tata Young Citizens Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Tata Young Citizens Fund Direct Plan Growth?
How to invest in Tata Young Citizens Fund Direct Growth?
How can I redeem my investment in Tata Young Citizens Fund Direct Plan?