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Tata Young Citizens Fund -Regular Plan-Growth Option

Category: Childrens Fund Launch Date: 14-10-1995
AUM:

₹ 339.36 Cr

Expense Ratio

2.6%

Benchmark

NIFTY 500 TRI

ISIN

INF277K01AJ5

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Amey Sathe

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Tata Young Citizens Fund -Regular Plan-Growth Option 27.29 17.14 17.77
NIFTY 500 TRI 35.04 19.63 18.84
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
55.0682
Last change
0.29 (0.5179%)
Fund Size (AUM)
₹ 339.36 Cr
Performance
13.01% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks capital growth along with steady capital accretion, while emphasising capital preservation at all times. The fund would take an equal exposure to equity and debt.

Fund Manager
Amey Sathe
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 6.59
ICICI Bank Ltd. 5.08
Reliance Industries Ltd. 4.76
Others 4.68
Infosys Ltd. 3.66
Karur Vysya Bank Ltd. 3.61
Tata Consultancy Services Ltd. 3.15
ITC Ltd. 2.89
Axis Bank Ltd. 2.83
Titan Company Ltd. 2.75

Sector Allocation

Sector Holdings (%)
Financial 26.59
Consumer Staples 10.14
Technology 9.35
Energy 7.69
Services 6.57
Others 5.77
Materials 5.54
Healthcare 5.24
Consumer Discretionary 4.75
Construction 3.31

Peer Comparison

Scheme Name 5Y (%)
Tata Young Citizen Reg Gr 17.77
ICICI Pru Child Care Gift Cum 15.85
SBI Magnum Childrens Benefit Inv Reg Gr 0.0
ABSL Bal Bhavishya Yojna Reg Gr 11.79
UTI Childrens Equity Reg Gr 16.52
HDFC Children Gift Fund Investment 17.58
LIC MF Childrens Gift Fund Reg Gr 12.48
SBI Magnum Childrens Benefit Savings Reg Gr 11.73
Axis Childrens Gift Fund Lock-in Gr 11.92
Axis Childrens Gift Fund without Lock-in Gr 11.92