AS
Amey SatheFund Manager Since 9 Mar 2021
AllocationChildren
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
3Y Annualised
14.57%
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.21%
0.01% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 1 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹340.23 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
Compulsory Lock-in Option (5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, Exit load is 1%
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
5.21%
2nd
Tata Young Citizen [After 7 years]
5.15%
3rd
UTI Children's Equity Fund Regular Plan Payout of Income Distribution cum capital withdrawal
4.44%
4th
Baroda BNP Paribas Children's Fund Direct Growth
4.00%
5th
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
3.91%
Fund Managers
About Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is a Allocation mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has ₹340.23 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth as of Thu Apr 24 2025 is ₹66.2366. The fund has an expense ratio of 1.83%, which is medium comparable to most other Allocation funds.
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth returns for the last 1 year are 8.17%. Since launch, it has delivered 12.91% average annual returns.
The Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has the majority of its money invested in Financial Services, Energy, Technology, Industrials, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth.
- HDFC Bank Ltd: 8.60%
- Reliance Industries Ltd: 4.87%
- ICICI Bank Ltd: 3.96%
- Kotak Mahindra Bank Ltd: 3.83%
- Infosys Ltd: 3.69%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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