Fund Details
Tata Young Citizens Fund - Direct - Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.82% |
| NAV | ₹27.54 (22 May 2018) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹216 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Repo | Current Assets | Repo | 4.9% |
| 9.25 Reliance Jio Infocomm Ltd. Jun 16 2024 | Telecom | Debentures | 4.7% |
| Yes Bank Ltd. | Financial Services | Equity | 4.6% |
| 8.28 GOI Sep 21 2027 | Sovereign | Gilt | 4.6% |
| 7.8 GOI Apr 11 2021 | Sovereign | Gilt | 4.6% |
| 8.1 Sbi Cards & Payment Services Oct 17 2023 | Financial Services | Debentures | 4.4% |
| 8.24 GOI Feb 15 2027 | Sovereign | Gilt | 4.1% |
| 7.35 GOI Jun 22 2024 | Sovereign | Gilt | 3.3% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.1% |
| Finolex Cables Ltd. | Industrial Manufacturing | Equity | 2.8% |
Fund Managers
Tata Young Citizens Fund - Direct - Growth Details
Tata Young Citizens Fund - Direct - Growth is a Solution oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Akhil Mittal, Sonam Udasi is the Current Fund Manager of Tata Young Citizens Fund - Direct - Growth fund.The fund currently has an Asset Under Management(AUM) of ₹216 Cr and the Latest NAV as of 22 May 2018 is ₹27.54.
The Tata Young Citizens Fund - Direct - Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. If redeemed bet. 0 Year to 3 Year; Exit Load is 3%; If redeemed bet. 3 Year to 7 Year; Exit Load is 2%;
Investment Objective
The investment objective of the Scheme will be to provide long term capital growth along with steady capital accretion to its unit holders.
Tax Implications
If average equity holding is >65%, returns are taxed at 15% (redeemed before one year) and 10% (After 1 year as per LTCG). If average equity holding is <65%, returns are taxed as per your Income Tax slab (redeemed before 3 years) and 20% with indexation benefit (post 3 years).
