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Tata Young Citizens Regular-1.65%

53.51%
1 Year Return
Solution oriented
Multi Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Young Citizens Regular

RiskVery High
Min SIP AmountNot Supported
Expense Ratio2.55%
NAV₹33.25 (19 Apr 2021)
Fund Started14 Oct 1995
Fund Size229 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
53.5%
7.5%
9.6%
5.1%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 53.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.55%

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity7.0%
Reliance Industries Ltd.EnergyEquity6.8%
HDFC Bank Ltd.FinancialEquity6.7%
Infosys Ltd.TechnologyEquity5.2%
Tata Consultancy Services Ltd.TechnologyEquity4.5%
Kotak Mahindra Bank Ltd.FinancialEquity3.3%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
MRF Ltd.AutomobileEquity2.6%
Titan Company Ltd.Cons DurableEquity2.5%
Bharti Airtel Ltd.CommunicationEquity2.5%
See All

Fund Managers

Akhil Mittal
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Sonam Udasi
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Tata Young Citizens Regular Details

Tata Young Citizens Regular is a Solution oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 14 Oct 1995. Akhil Mittal, Sonam Udasi is the Current Fund Manager of Tata Young Citizens Regular fund.The fund currently has an Asset Under Management(AUM) of ₹229 Cr and the Latest NAV as of 19 Apr 2021 is ₹33.25.

The Tata Young Citizens Regular is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed before child attains 18 years of age

Investment Objective

The Scheme seeks to generate long term capital growth.

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
Exit load of 1% if redeemed before child attains 18 years of age
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
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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