Home>Mutual Funds>Tata Mutual Fund>Tata Young Citizens Fund - Direct - Growth

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

Returns and rankings

Category: 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

Expense ratio, exit load and tax

Expense ratio: 1.82%

Inclusive of GST

Exit load

If redeemed bet. 0 Year to 3 Year; Exit Load is 3%; If redeemed bet. 3 Year to 7 Year; Exit Load is 2%;

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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).

Understand termsinfo

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Tata Young Citizens Fund - Direct - Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.8.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle