How to Invest in Tata Young Citizens Regular?

You can easily invest in Tata Young Citizens Regular 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 Regular 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 Regular as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Young Citizens Regular provide?

The Tata Young Citizens Regular has been there from 14 Oct 1995 and the average annual returns provided by this fund is 18.12% since its inception.

How much expense ratio is charged by Tata Young Citizens Regular?

The term Expense Ratio used for Tata Young Citizens Regular 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 Regular is 2.60% as of 06 Dec 2023...

What is the AUM of Tata Young Citizens Regular?

The AUM, short for Assets Under Management of Tata Young Citizens Regular is ₹291.92Cr as of 06 Dec 2023.

How to Redeem Tata Young Citizens Regular?

If you want to sell your Tata Young Citizens Regular 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 Regular?

You can select either SIP or Lumpsum investment of Tata Young Citizens Regular based on your investment objective and risk tolerance.

What is the NAV of Tata Young Citizens Regular?

The NAV of Tata Young Citizens Regular is ₹51.58 as of 05 Dec 2023.

What is the PE and PB ratio of Tata Young Citizens Regular?

The PE ratio ratio of Tata Young Citizens Regular is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Young Citizens Regular - NAV, Mutual Fund Performance & Portfolio

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Tata Young Citizens Regular
Solution Oriented
Children's
Very High Risk
5Y Lock In
87%
3Y annualised
+0.39% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 05 Dec 2023₹51.58
Min. SIP amountNot Supported
RatingNA
Fund size₹291.92Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Solution Oriented Children's
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.1%19.9%16.2%13.0%
Category average18.0%19.1%15.4%NA
Rank with in category31NANANA
Understand terms
Holdings (51)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity7.5%
ICICI Bank Ltd.
FinancialEquity4.7%
Reliance Industries Ltd.
EnergyEquity4.7%
Infosys Ltd.
TechnologyEquity4.1%
Tata Consultancy Services Ltd.
TechnologyEquity3.6%
ITC Ltd.
Consumer StaplesEquity3.3%
Titan Company Ltd.
Consumer DiscretionaryEquity3.2%
Karur Vysya Bank Ltd.
FinancialEquity2.9%
Axis Bank Ltd.
FinancialEquity2.8%
Kotak Mahindra Bank Ltd.
FinancialEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
Dec 2023 - Present
60%
Dec 2023 - 03 Dec 2023
60%
Dec 2023 - 02 Dec 2023
60%
Nov 2023 - 01 Dec 2023
60%
Nov 2023 - 30 Nov 2023
60%
Nov 2023 - 29 Nov 2023
60%
Nov 2023 - 28 Nov 2023
60%
Nov 2023 - 27 Nov 2023
60%
Nov 2023 - 26 Nov 2023
60%
Nov 2023 - 25 Nov 2023
60%
Nov 2023 - 24 Nov 2023
60%
Nov 2023 - 23 Nov 2023
60%
Nov 2023 - 22 Nov 2023
60%
Nov 2023 - 21 Nov 2023
60%
Nov 2023 - 20 Nov 2023
60%
Nov 2023 - 19 Nov 2023
60%
Nov 2023 - 18 Nov 2023
60%
Nov 2023 - 17 Nov 2023
60%
Nov 2023 - 16 Nov 2023
60%
Nov 2023 - 15 Nov 2023
60%
Nov 2023 - 14 Nov 2023
60%
Nov 2023 - 13 Nov 2023
60%
Nov 2023 - 12 Nov 2023
60%
Nov 2023 - 11 Nov 2023
60%
Nov 2023 - 10 Nov 2023
60%
Nov 2023 - 09 Nov 2023
60%
Nov 2023 - 08 Nov 2023
60%
Nov 2023 - 07 Nov 2023
60%
Nov 2023 - 06 Nov 2023
60%
Nov 2023 - 05 Nov 2023
60%
Nov 2023 - 04 Nov 2023
60%
Nov 2023 - 03 Nov 2023
60%
Nov 2023 - 02 Nov 2023
60%
Oct 2023 - 01 Nov 2023
60%
Oct 2023 - 31 Oct 2023
60%
Oct 2023 - 30 Oct 2023
60%
Oct 2023 - 29 Oct 2023
60%
Oct 2023 - 28 Oct 2023
60%
Oct 2023 - 27 Oct 2023
60%
Oct 2023 - 26 Oct 2023
60%
Oct 2023 - 25 Oct 2023
60%
Oct 2023 - 24 Oct 2023
60%
Oct 2023 - 23 Oct 2023
60%
Oct 2023 - 22 Oct 2023
60%
Oct 2023 - 21 Oct 2023
60%
Oct 2023 - 20 Oct 2023
60%
Oct 2023 - 19 Oct 2023
60%
Oct 2023 - 18 Oct 2023
60%
Oct 2023 - 17 Oct 2023
60%
Oct 2023 - 16 Oct 2023
60%
Oct 2023 - 15 Oct 2023
60%
Oct 2023 - 14 Oct 2023
60%
Oct 2023 - 13 Oct 2023
60%
Oct 2023 - 12 Oct 2023
60%
Oct 2023 - 11 Oct 2023
60%
Oct 2023 - 10 Oct 2023
60%
Oct 2023 - 09 Oct 2023
60%
Oct 2023 - 08 Oct 2023
60%
Oct 2023 - 07 Oct 2023
60%
Oct 2023 - 06 Oct 2023
60%
Oct 2023 - 05 Oct 2023
60%
Oct 2023 - 04 Oct 2023
60%
Oct 2023 - 03 Oct 2023
60%
Oct 2023 - 02 Oct 2023
60%
Sep 2023 - 01 Oct 2023
60%
Sep 2023 - 30 Sep 2023
60%
Sep 2023 - 29 Sep 2023
60%
Sep 2023 - 28 Sep 2023
60%
Sep 2023 - 27 Sep 2023
60%
Sep 2023 - 26 Sep 2023
60%
Sep 2023 - 25 Sep 2023
60%
Sep 2023 - 24 Sep 2023
60%
Sep 2023 - 23 Sep 2023
60%
Sep 2023 - 22 Sep 2023
60%
Sep 2023 - 21 Sep 2023
60%
Sep 2023 - 20 Sep 2023
60%
Sep 2023 - 19 Sep 2023
60%
Sep 2023 - 18 Sep 2023
60%
Sep 2023 - 17 Sep 2023
60%
Sep 2023 - 16 Sep 2023
60%
Sep 2023 - 15 Sep 2023
60%
Sep 2023 - 14 Sep 2023
60%
Sep 2023 - 13 Sep 2023
60%
Sep 2023 - 12 Sep 2023
60%
Sep 2023 - 11 Sep 2023
60%
Sep 2023 - 10 Sep 2023
60%
Sep 2023 - 09 Sep 2023
60%
Sep 2023 - 08 Sep 2023
60%
Sep 2023 - 07 Sep 2023
60%
Sep 2023 - 06 Sep 2023
60%
Sep 2023 - 05 Sep 2023
60%
Sep 2023 - 04 Sep 2023
60%
Sep 2023 - 03 Sep 2023
60%
Sep 2023 - 02 Sep 2023
60%
Aug 2023 - 01 Sep 2023
60%
Jul 2023 - 31 Aug 2023
60%
Jun 2023 - 31 Jul 2023
60%
May 2023 - 30 Jun 2023
60%
Apr 2023 - 31 May 2023
55%
Mar 2023 - 30 Apr 2023
55%
Feb 2023 - 31 Mar 2023
58%
Jan 2023 - 28 Feb 2023
52%
Dec 2022 - 31 Jan 2023
56%
Dec 2022 - 31 Dec 2022
56%
Dec 2022 - 31 Dec 2022
56%
Nov 2022 - 31 Dec 2022
56%
Nov 2022 - 30 Nov 2022
56%
Nov 2022 - 30 Nov 2022
56%
Oct 2022 - 30 Nov 2022
56%
Oct 2022 - 31 Oct 2022
56%
Oct 2022 - 31 Oct 2022
56%
Oct 2022 - 31 Oct 2022
56%
Oct 2022 - 31 Oct 2022
56%
Sep 2022 - 31 Oct 2022
56%
Sep 2022 - 30 Sep 2022
56%
Sep 2022 - 30 Sep 2022
56%
Aug 2022 - 30 Sep 2022
56%
Aug 2022 - 31 Aug 2022
56%
Jul 2022 - 31 Aug 2022
56%
Jul 2022 - 31 Jul 2022
56%
Jun 2022 - 31 Jul 2022
56%
Jun 2022 - 30 Jun 2022
56%
May 2022 - 30 Jun 2022
54%
May 2022 - 31 May 2022
54%
Apr 2022 - 31 May 2022
56%
Apr 2022 - 30 Apr 2022
56%
Mar 2022 - 30 Apr 2022
59%
Mar 2022 - 31 Mar 2022
59%
Feb 2022 - 31 Mar 2022
59%
Feb 2022 - 28 Feb 2022
59%
Jan 2022 - 28 Feb 2022
59%
Dec 2021 - 31 Jan 2022
58%
Nov 2021 - 31 Dec 2021
60%
Oct 2021 - 30 Nov 2021
58%
Sep 2021 - 31 Oct 2021
58%
Aug 2021 - 30 Sep 2021
72%
Jul 2021 - 31 Aug 2021
58%
Jun 2021 - 31 Jul 2021
58%
May 2021 - 30 Jun 2021
58%
Apr 2021 - 31 May 2021
58%
Mar 2021 - 30 Apr 2021
63%
Feb 2021 - 31 Mar 2021
55%
Jan 2021 - 28 Feb 2021
55%
Dec 2020 - 31 Jan 2021
55%
Nov 2020 - 31 Dec 2020
52%
Oct 2020 - 30 Nov 2020
52%
Sep 2020 - 31 Oct 2020
58%
Aug 2020 - 30 Sep 2020
52%
Jul 2020 - 31 Aug 2020
52%
Jun 2020 - 31 Jul 2020
53%
May 2020 - 30 Jun 2020
52%
Apr 2020 - 31 May 2020
52%
Mar 2020 - 30 Apr 2020
56%
Feb 2020 - 31 Mar 2020
57%
Jan 2020 - 29 Feb 2020
58%
Dec 2019 - 31 Jan 2020
55%
Nov 2019 - 31 Dec 2019
60%
Oct 2019 - 30 Nov 2019
60%
Sep 2019 - 31 Oct 2019
59%
Aug 2019 - 30 Sep 2019
59%
Jul 2019 - 31 Aug 2019
58%
Jun 2019 - 31 Jul 2019
58%
May 2019 - 30 Jun 2019
61%
Apr 2019 - 31 May 2019
58%
Mar 2019 - 30 Apr 2019
82%
Feb 2019 - 31 Mar 2019
76%
Jan 2019 - 28 Feb 2019
67%
Dec 2018 - 31 Jan 2019
68%
Nov 2018 - 31 Dec 2018
75%
Oct 2018 - 30 Nov 2018
79%
Sep 2018 - 31 Oct 2018
73%
Aug 2018 - 30 Sep 2018
77%
Jul 2018 - 31 Aug 2018
25%
Jun 2018 - 31 Jul 2018
78%
May 2018 - 30 Jun 2018
94%
Apr 2018 - 31 May 2018
95%
Mar 2018 - 30 Apr 2018
01%
Feb 2018 - 31 Mar 2018
76%
Jan 2018 - 28 Feb 2018
78%
Dec 2017 - 31 Jan 2018
78%
Nov 2017 - 31 Dec 2017
78%
Oct 2017 - 30 Nov 2017
78%
Expense ratio, exit load and taxExpense ratio: 2.60%Inclusive of GST
Exit loadExit load of 1% if redeemed before child attains 18 years of age
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAmey Sathe
Apr 2020 - Present
View details
Education
Mr. Sathe is MMS & CFA
Experience
Prior to joining TATA Mutual Fund he has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
Also manages these schemes
Tata Large Cap Direct Plan Growth
Tata Equity PE Fund Direct Growth
Tata Banking and Financial Services Fund Direct Growth
Tata Flexi Cap Fund Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,25,001.19Cr
Date of Incorporation30 Jun 1995
 Tata Young Citizens Regular is a Solution Oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 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 ₹1,25,001 Cr and the Latest NAV as of 05 Dec 2023 is ₹51.58.
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 ObjectiveThe Scheme seeks to generate long term capital growth.
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Young Citizens Regular
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	18.1%	19.9%	16.2%	13.0%
Category average	18.0%	19.1%	15.4%	NA
Rank with in category	31	NA	NA	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	7.5%
ICICI Bank Ltd.	Financial	Equity	4.7%
Reliance Industries Ltd.	Energy	Equity	4.7%
Infosys Ltd.	Technology	Equity	4.1%
Tata Consultancy Services Ltd.	Technology	Equity	3.6%
ITC Ltd.	Consumer Staples	Equity	3.3%
Titan Company Ltd.	Consumer Discretionary	Equity	3.2%
Karur Vysya Bank Ltd.	Financial	Equity	2.9%
Axis Bank Ltd.	Financial	Equity	2.8%
Kotak Mahindra Bank Ltd.	Financial	Equity	2.6%

Rank (total assets)	#14 in India
Total AUM	₹1,25,001.19Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY 500 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹291.92Cr

Tata Young Citizens Regular

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (51)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.60%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Amey SatheApr 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Amey Sathe
Apr 2020 - Present
View details