| NAV: 20 May 2022 | ₹37.89 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹261.05Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 8.7% | 14.4% | 9.2% | 12.5% |
| Category average | 52.1% | 14.5% | 14.5% | NA |
| Rank with in category | 31 | NA | NA | NA |
Holdings (48)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.4% |
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| Infosys Ltd. | Technology | Equity | 6.2% |
| HDFC Bank Ltd. | Financial | Equity | 5.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.9% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.8% |
| Bharti Airtel Ltd. | Communication | Equity | 2.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.4% |
| Axis Bank Ltd. | Financial | Equity | 2.4% |
Expense ratio, exit load and tax
Expense ratio: 2.59%
Inclusive of GST
Exit load
Exit load of 1% if redeemed before child attains 18 years of age
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns 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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Amey SatheApr 2020 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
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 8.66% 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 2.59% as of 23 May 2022...
What is the AUM of Tata Young Citizens Regular?
The AUM, short for Assets Under Management of Tata Young Citizens Regular is ₹261.05Cr as of 23 May 2022.
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?
What is the NAV of Tata Young Citizens Regular?
The NAV of Tata Young Citizens Regular is ₹37.89 as of 20 May 2022.
