Fund Details
Tata Young Citizens Regular
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.55% |
| NAV | ₹31.50 (27 Jan 2021) |
|---|---|
| Fund Started | 14 Oct 1995 |
| Fund Size | ₹216 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 7.7% |
| HDFC Bank Ltd. | Financial | Equity | 7.5% |
| ICICI Bank Ltd. | Financial | Equity | 6.9% |
| Infosys Ltd. | Technology | Equity | 5.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| MRF Ltd. | Automobile | Equity | 2.7% |
| Titan Company Ltd. | Cons Durable | Equity | 2.7% |
Fund Managers
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 ₹216 Cr and the Latest NAV as of 27 Jan 2021 is ₹31.50.
The Tata Young Citizens Regular is rated Moderately 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).
