Name: Tata Young Citizens Fund - Direct - Growth
Brand: Tata Mutual Fund

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Tata Young Citizens Fund - Direct - Growth
Solution oriented
Children's
Moderately High Risk
7.80%
1Y return
+0.42% 1D
1M
6M
1Y
3Y
 NAV: 22 May 2018₹27.54
Min. SIP amountNA
Rating3star
Fund size₹216.28 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Solution oriented Children's
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA7.8%8.7%NA
Category averageNANANANA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (50)NameSectorInstrumentAssets
Repo
Current 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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 1.82%Inclusive of GST
Exit loadIf redeemed bet. 0 Year to 3 Year; Exit Load is 3%; If redeemed bet. 3 Year to 7 Year; Exit Load is 2%;
Stamp duty0.005% (from July 1st, 2020)
Tax implicationIf 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).
Understand termsinfo
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
Date of Incorporation30 Jun 1995
Tata Young Citizens Fund - Direct - Growth is a Solution oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to i
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 30 Jun 1995. 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 ₹61,612 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%;...Read more
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.
The investment objective of the Scheme will be to provide long term capital growth along with steady capital accretion to its unit holders.
Fund benchmarkGroww Debt Hybrid
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
NA
Address
NA
Email
NA
Website
NA
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	6M	1Y	3Y	All
Fund returns	NA	7.8%	8.7%	NA
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

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%

Rating	3
Fund size	₹216.28 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr