AS
Amey SatheFund Manager Since 9 Mar 2021
AllocationChildren
Tata Young Citizen [After 7 years]
3Y Annualised
13.88%
-0.39% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.70%
-0.39% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 4 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹340.23 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
Compulsory Lock-in Option (5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, Exit load is 1%
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
3.76%
2nd
Baroda BNP Paribas Children's Fund Direct Growth
3.73%
3rd
Tata Young Citizen [After 7 years]
3.70%
4th
Baroda BNP Paribas Children's Fund Regular Growth
3.57%
5th
Baroda BNP Paribas Children's Fund Regular Payout Inc Dist cum Cap Wdrl
3.57%
Fund Managers
About Tata Young Citizen [After 7 years]
Tata Young Citizen [After 7 years] is a Allocation mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 15 years, having been launched on 2009-09-25. Tata Young Citizen [After 7 years] has ₹340.23 Cr worth of assets under management (AUM) as of Thu May 08 2025. The latest Net Asset Value (NAV) of Tata Young Citizen [After 7 years] as of Mon May 05 2025 is ₹59.4156. The fund has an expense ratio of 2.5%, which is medium comparable to most other Allocation funds.
Tata Young Citizen [After 7 years] returns for the last 1 year are 5.13%. Since launch, it has delivered 5.60% average annual returns.
The Tata Young Citizen [After 7 years] has the majority of its money invested in Financial Services, Energy, Technology, Industrials, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of Tata Young Citizen [After 7 years].
- HDFC Bank Ltd: 8.60%
- Reliance Industries Ltd: 4.87%
- ICICI Bank Ltd: 3.96%
- Kotak Mahindra Bank Ltd: 3.83%
- Infosys Ltd: 3.69%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2009-09-25 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Young Citizen [After 7 years]
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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