| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.53% |
| NAV | ₹25.61 (14 Aug 2020) |
|---|---|
| Fund Started | 14 Oct 1995 |
| Fund Size | ₹178 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.8% |
| HDFC Bank Ltd. | Financial | Equity | 8.4% |
| ICICI Bank Ltd. | Financial | Equity | 5.2% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Bharti Airtel Ltd. | Communication | Equity | 3.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.6% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 3.1% |
| India Infradebt Ltd. | Construction | Debenture | 2.9% |
| ITC Ltd. | FMCG | Equity | 2.7% |
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 ₹178 Cr and the Latest NAV as of 14 Aug 2020 is ₹25.61.
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
The investment objective of the Scheme will be to provide long term capital growth along with steady capital accretion to its unit holders.
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).