| NAV: 16 Aug 2022 | ₹45.18 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹256.62Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.0% | 20.5% | 11.1% | 12.2% |
| Category average | 52.1% | 14.5% | 14.5% | NA |
| Rank with in category | 41 | NA | NA | NA |
Holdings (48)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.5% |
| Reliance Industries Ltd. | Energy | Equity | 6.4% |
| HDFC Bank Ltd. | Financial | Equity | 5.7% |
| Infosys Ltd. | Technology | Equity | 5.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.1% |
| ITC Ltd. | Consumer Staples | Equity | 3.0% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.5% |
| MRF Ltd. | Automobile | Equity | 2.4% |
Expense ratio, exit load and tax
Expense ratio: 1.81%
Inclusive of GST
Exit load
Exit load of 1% if redeemed before child attains 18 years of age
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Amey SatheApr 2020 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Tata Young Citizens Direct?
You can easily invest in Tata Young Citizens Direct in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Tata Young Citizens Direct from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Tata Young Citizens Direct as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Tata Young Citizens Direct provide?
The Tata Young Citizens Direct has been there from 01 Jan 2013 and the average annual returns provided by this fund is 6.05% since its inception.
How much expense ratio is charged by Tata Young Citizens Direct?
The term
Expense Ratio used for Tata Young Citizens Direct or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Tata Young Citizens Direct is 1.81% as of 17 Aug 2022...
What is the AUM of Tata Young Citizens Direct?
The AUM, short for Assets Under Management of Tata Young Citizens Direct is ₹256.62Cr as of 17 Aug 2022.
How to Redeem Tata Young Citizens Direct?
If you want to sell your Tata Young Citizens Direct holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Tata Young Citizens Direct?
What is the NAV of Tata Young Citizens Direct?
The NAV of Tata Young Citizens Direct is ₹45.18 as of 16 Aug 2022.
