Name: Tata Young Citizens Regular
Brand: Tata Mutual Fund

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Tata Young Citizens Regular
Solution Oriented
Children's
Very High Risk
5Y Lock Inlock
22.75%
3Y annualised
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 22 Oct 2021₹42.53
Min. SIP amountNA
Rating2star
Fund size₹274.81 Cr
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 returns56.9%22.8%13.3%13.2%
Category average52.1%14.5%14.5%NA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (45)NameSectorInstrumentAssets
Reliance Industries Ltd.
EnergyEquity7.2%
ICICI Bank Ltd.
FinancialEquity7.1%
HDFC Bank Ltd.
FinancialEquity5.9%
Infosys Ltd.
TechnologyEquity5.3%
Tata Consultancy Services Ltd.
TechnologyEquity4.4%
Kotak Mahindra Bank Ltd.
FinancialEquity3.2%
Titan Company Ltd.
Consumer DurableEquity2.9%
Housing Development Finance Corpn. Ltd.
FinancialEquity2.7%
Bharti Airtel Ltd.
CommunicationEquity2.4%
Wipro Ltd.
TechnologyEquity2.3%
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
31 Aug 2021 - Present
2.72%
31 Jul 2021 - 31 Aug 2021
2.58%
30 Jun 2021 - 31 Jul 2021
2.58%
31 May 2021 - 30 Jun 2021
2.58%
30 Apr 2021 - 31 May 2021
2.58%
31 Mar 2021 - 30 Apr 2021
2.63%
28 Feb 2021 - 31 Mar 2021
2.55%
31 Jan 2021 - 28 Feb 2021
2.55%
31 Dec 2020 - 31 Jan 2021
2.55%
30 Nov 2020 - 31 Dec 2020
2.52%
31 Oct 2020 - 30 Nov 2020
2.52%
30 Sep 2020 - 31 Oct 2020
2.58%
31 Aug 2020 - 30 Sep 2020
2.52%
31 Jul 2020 - 31 Aug 2020
2.52%
30 Jun 2020 - 31 Jul 2020
2.53%
31 May 2020 - 30 Jun 2020
2.52%
30 Apr 2020 - 31 May 2020
2.52%
31 Mar 2020 - 30 Apr 2020
2.56%
29 Feb 2020 - 31 Mar 2020
2.57%
31 Jan 2020 - 29 Feb 2020
2.58%
31 Dec 2019 - 31 Jan 2020
2.55%
30 Nov 2019 - 31 Dec 2019
2.60%
31 Oct 2019 - 30 Nov 2019
2.60%
30 Sep 2019 - 31 Oct 2019
2.59%
31 Aug 2019 - 30 Sep 2019
2.59%
31 Jul 2019 - 31 Aug 2019
2.58%
30 Jun 2019 - 31 Jul 2019
2.58%
31 May 2019 - 30 Jun 2019
2.61%
30 Apr 2019 - 31 May 2019
2.58%
31 Mar 2019 - 30 Apr 2019
2.82%
28 Feb 2019 - 31 Mar 2019
2.76%
31 Jan 2019 - 28 Feb 2019
2.67%
31 Dec 2018 - 31 Jan 2019
2.68%
30 Nov 2018 - 31 Dec 2018
2.75%
31 Oct 2018 - 30 Nov 2018
2.79%
30 Sep 2018 - 31 Oct 2018
2.73%
31 Aug 2018 - 30 Sep 2018
2.77%
31 Jul 2018 - 31 Aug 2018
2.25%
30 Jun 2018 - 31 Jul 2018
2.78%
31 May 2018 - 30 Jun 2018
2.94%
30 Apr 2018 - 31 May 2018
2.95%
31 Mar 2018 - 30 Apr 2018
3.01%
28 Feb 2018 - 31 Mar 2018
1.76%
31 Jan 2018 - 28 Feb 2018
2.78%
31 Dec 2017 - 31 Jan 2018
2.78%
30 Nov 2017 - 31 Dec 2017
2.78%
31 Oct 2017 - 30 Nov 2017
2.78%
Expense ratio, exit load and taxExpense ratio: 2.72%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 implicationIf 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
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAkhil Mittal
Jul 2015 - Present
View details
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Education
Mr. Mittal is B.Com (H) and MBA from University Business School.
Experience
Prior to joining Tata AMC, he has worked with Canara Robeco AMC, Principal Asset Management Company, Edelweiss Securities Ltd. and Rallis India Ltd.
Also manages these schemes
Tata Income Fund Regular Growth
Tata Income Fund Regular IDCW Annually
Tata Dynamic Bond Fund Regular IDCW Monthly
Tata Young Citizens Regular
Tata Dynamic Bond Regular Growth
Tata Treasury Advantage Fund Regular IDCW Weekly
Tata Treasury Advantage Fund Regular Growth
Tata Treasury Advantage Fund Regular IDCW Daily
Tata Treasury Advantage Fund Regular IDCW
Tata Dynamic Bond Direct Growth
Tata Dynamic Bond Direct IDCW Monthly
Tata Treasury Advantage Direct Plan Growth
Tata Treasury Advantage Fund Direct IDCW Daily
Tata Treasury Advantage Fund Direct IDCW Weekly
Tata Income Fund Direct Growth
Tata Income Fund Direct IDCW Half Yearly
Tata Treasury Advantage Fund Direct IDCW
Tata Fixed Maturity Plan Series 53 Scheme A Direct Growth
Tata Fixed Maturity Plan Series 53 Scheme B Direct Growth
Tata Fixed Maturity Plan Series 54 Scheme A Direct Growth
Tata Fixed Maturity Plan Series 54 Scheme A Regular Growth
Tata Fixed Maturity Plan Series 54 Scheme A Direct IDCW
Tata Fixed Maturity Plan Series 55 Scheme E Regular Growth
Tata Fixed Maturity Plan Series 55 Scheme E Direct Growth
Tata Fixed Maturity Plan Series 55 Scheme F Regular Growth
Tata Fixed Maturity Plan Series 55 Scheme F Direct Growth
Tata Fixed Maturity Plan Series 55 Scheme G Direct Growth
Tata Fixed Maturity Plan Series 55 Scheme H Direct Growth
Tata Fixed Maturity Plan Series 55 Scheme J Direct Growth
Tata Fixed Maturity Plan Series 55 Scheme J Direct IDCW
Tata Fixed Maturity Plan Series 56 Scheme A Regular Growth
Tata Fixed Maturity Plan Series 56 Scheme C Direct Growth
Tata Fixed Maturity Plan Series 56 Scheme D Regular Growth
Tata Fixed Maturity Plan Series 56 Scheme D Direct Growth
Tata Fixed Maturity Plan Series 56 Scheme F Regular Growth
Tata Fixed Maturity Plan Series 56 Scheme F Direct Growth
Tata Balanced Advantage Fund Regular Growth
Tata Balanced Advantage Fund Direct Growth
Tata Ultra Short Term Fund Direct IDCW Monthly
Tata Ultra Short Term Fund Regular Growth
Tata Ultra Short Term Fund Direct Growth
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Growth
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct IDCW Daily
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct IDCW
Tata Treasury Advantage Fund Segregated Portfolio 1 Regular Growth
Tata Treasury Advantage Fund Segregated Portfolio 1 Regular IDCW Daily
Tata Treasury Advantage Fund Segregated Portfolio 1 Regular IDCW
Sonam Udasi
Apr 2016 - Present
View details
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Education
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience
Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
Also manages these schemes
Tata Young Citizens Regular
Tata Index Nifty Regular
Tata Equity PE Fund Regular Growth
Tata Index Sensex Regular
Tata Equity PE Fund IDCW Trigger Option B Regular IDCW
Tata Equity PE Fund IDCW Trigger Option A Regular IDCW
Tata Retirement Savings Fund Progressive Plan Regular Growth
Tata Retirement Savings Fund Moderate Plan Regular Growth
Tata Retirement Savings Fund Conservative Plan Regular Growth
Tata Equity PE Fund Direct Growth
Tata Equity PE Fund IDCW Trigger Option A Direct IDCW
Tata Equity PE Fund IDCW Trigger Option B Direct IDCW
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata Index Sensex Direct
Tata Index Nifty Direct
Tata Banking and Financial Services Fund Direct IDCW
Tata Banking and Financial Services Fund Regular IDCW
Tata Banking and Financial Services Fund Direct Growth
Tata Banking and Financial Services Fund Regular Growth
Tata India Consumer Fund Regular IDCW
Tata India Consumer Fund Regular Growth
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct IDCW
Tata Value Fund Series 1 Direct Growth
Tata Value Fund Series 1 Regular Growth
Tata Value Fund Series 1 Regular IDCW
Tata Value Fund Series 2 Direct IDCW
Tata Value Fund Series 2 Regular Growth
Tata Value Fund Series 2 Direct Growth
Tata Value Fund Series 2 Regular IDCW
Tata Flexi Cap Fund Direct IDCW
Tata Flexi Cap Fund Regular IDCW
Tata Flexi Cap Fund Direct Growth
Tata Flexi Cap Fund Regular Growth
Tata Balanced Advantage Fund Regular Growth
Tata Balanced Advantage Fund Direct Growth
Ennette Fernandes
Jun 2018 - Present
View details
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Education
Ms. Fernandes is B.com & PGDBM
Experience
Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Ltd.
Also manages these schemes
Tata Ethical Fund Regular Growth
Tata India Tax Savings Fund IDCW
Tata Large Cap Fund Regular Growth
Tata Young Citizens Regular
Tata Ethical Fund Regular IDCW
Tata Large Cap Fund Regular IDCW
Tata Midcap Growth Fund Regular IDCW
Tata Midcap Growth Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular IDCW Monthly
Canara Robeco Consumer Trends Fund Regular Growth
Canara Robeco Consumer Trends Fund Regular IDCW
Tata Retirement Savings Fund Progressive Plan Regular Growth
Tata Retirement Savings Fund Moderate Plan Regular Growth
Tata Retirement Savings Fund Conservative Plan Regular Growth
Canara Robeco Equity Hybrid Fund Direct IDCW Monthly
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Ethical Direct Plan IDCW
Tata Ethical Direct Plan Growth
Tata Midcap Growth Direct Plan IDCW
Tata Midcap Growth Direct Plan Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata India Tax Savings Fund Direct IDCW
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Growth
Tata India Consumer Fund Regular IDCW
Tata India Consumer Fund Regular Growth
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct IDCW
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Amey Sathe
Apr 2020 - Present
View details
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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 Fund Regular Growth
Tata Young Citizens Regular
Tata Equity PE Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Equity PE Fund IDCW Trigger Option B Regular IDCW
Tata Equity PE Fund IDCW Trigger Option A Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Equity PE Fund Direct Growth
Tata Equity PE Fund IDCW Trigger Option A Direct IDCW
Tata Equity PE Fund IDCW Trigger Option B Direct IDCW
Tata Banking and Financial Services Fund Direct IDCW
Tata Banking and Financial Services Fund Regular IDCW
Tata Banking and Financial Services Fund Direct Growth
Tata Banking and Financial Services Fund Regular Growth
Rahul Singh
Apr 2020 - Present
View details
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Education
Mr. Singh is B.Tech & PGDBM
Experience
Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
Also manages these schemes
Tata Young Citizens Regular
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata India Pharma & HealthCare Fund Direct IDCW
Tata India Pharma & HealthCare Fund Regular IDCW
Tata India Pharma & HealthCare Fund Direct Growth
Tata India Pharma & HealthCare Fund Regular Growth
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Regular IDCW
Tata Resources & Energy Fund Regular Growth
Tata Resources & Energy Fund Direct IDCW
Tata Balanced Advantage Fund Regular Growth
Tata Balanced Advantage Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Multi Asset Opportunities Fund Direct IDCW
Tata Multi Asset Opportunities Fund Regular Growth
Tata Multi Asset Opportunities Fund Direct Growth
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Regular Growth
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
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 
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 ₹61,612 Cr and the Latest NAV as of 22 Oct 2021 is ₹42.53.
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...Read more
Investment Objective
The Scheme seeks to generate long term capital growth.
The Scheme seeks to generate long term capital growth.
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	56.9%	22.8%	13.3%	13.2%
Category average	52.1%	14.5%	14.5%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
Reliance Industries Ltd.	Energy	Equity	7.2%
ICICI Bank Ltd.	Financial	Equity	7.1%
HDFC Bank Ltd.	Financial	Equity	5.9%
Infosys Ltd.	Technology	Equity	5.3%
Tata Consultancy Services Ltd.	Technology	Equity	4.4%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.2%
Titan Company Ltd.	Consumer Durable	Equity	2.9%
Housing Development Finance Corpn. Ltd.	Financial	Equity	2.7%
Bharti Airtel Ltd.	Communication	Equity	2.4%
Wipro Ltd.	Technology	Equity	2.3%

Rating	2
Fund size	₹274.81 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr