Tata Young Citizens Fund - Direct - Growth+0.42%

7.80%
1 Year Return
Solution oriented
Children's
3.0star
6M
1Y
3Y

Fund Details

Tata Young Citizens Fund - Direct - Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.82%
NAV27.54 (22 May 2018)
Fund Started01 Jan 2013
Fund Size216 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Young Citizens Fund - Direct - Growth
7.8%
8.7%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    RepoCurrent AssetsRepo4.9%
    9.25 Reliance Jio Infocomm Ltd. Jun 16 2024 TelecomDebentures4.7%
    Yes Bank Ltd.Financial ServicesEquity4.6%
    8.28 GOI Sep 21 2027 SovereignGilt4.6%
    7.8 GOI Apr 11 2021 SovereignGilt4.6%
    8.1 Sbi Cards & Payment Services Oct 17 2023 Financial ServicesDebentures4.4%
    8.24 GOI Feb 15 2027 SovereignGilt4.1%
    7.35 GOI Jun 22 2024 SovereignGilt3.3%
    Maruti Suzuki India Ltd.AutomobileEquity3.1%
    Finolex Cables Ltd.Industrial ManufacturingEquity2.8%
    See All

    Fund Managers

    NA

    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).

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    If redeemed bet. 0 Year to 3 Year; Exit Load is 3%; If redeemed bet. 3 Year to 7 Year; Exit Load is 2%;
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    30 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    NA
    Address
    NA
    Email
    NA
    Website
    NA
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