Fund Details
Tata Young Citizens Regular
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.58% |
| NAV | ₹38.05 (23 Jul 2021) |
|---|---|
| Fund Started | 14 Oct 1995 |
| Fund Size | ₹250 Cr |
Returns
Comparison
1. Age is more than 10 years
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.58%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns
6. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.0% |
| Reliance Industries Ltd. | Energy | Equity | 6.6% |
| HDFC Bank Ltd. | Financial | Equity | 6.1% |
| Infosys Ltd. | Technology | Equity | 5.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.3% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.6% |
| Titan Company Ltd. | Consumer Durable | Equity | 2.6% |
| Axis Bank Ltd. | Financial | Equity | 2.5% |
| Bharti Airtel Ltd. | Communication | Equity | 2.4% |
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 ₹250 Cr and the Latest NAV as of 23 Jul 2021 is ₹38.05.
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).
