| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.52% |
| NAV | ₹27.20 (23 Oct 2020) |
|---|---|
| Fund Started | 14 Oct 1995 |
| Fund Size | ₹182 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.3% |
| HDFC Bank Ltd. | Financial | Equity | 8.6% |
| ICICI Bank Ltd. | Financial | Equity | 5.4% |
| Infosys Ltd. | Technology | Equity | 4.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.4% |
| Bharti Airtel Ltd. | Communication | Equity | 3.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.2% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 3.0% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.6% |
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 ₹182 Cr and the Latest NAV as of 23 Oct 2020 is ₹27.20.
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 Scheme seeks to generate long term capital growth.
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).