Tata Young Citizen Fund - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.15 | 18.24 | 17.39 | 11.69 |
Average Rolling Returns(%) | 14.53 | 12.44 | 10.65 | 10.53 |
The Current NAV of Tata Young Citizen Fund - Direct Plan is ₹62.53.
It is better to invest in a fund with a longer track record as Tata Young Citizen Fund - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Tata Young Citizen Fund - Direct Plan fund’s expense ratio is 2.18%
The process for redemption is
The AUM of Tata Young Citizen Fund - Direct Plan is currently ₹339 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 38% of fund’s portfolio respectively.
Top three sectors of Tata Young Citizen Fund - Direct Plan fund are BFSI, FMCG and Construction & Infrastructure accounting for 49% of the total portfolio.
Since this is a Solution Oriented - Children's Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Young Citizen Fund - Direct Plan Fund is Solution Oriented - Children's Fund.
Amey Sathe manages the Tata Young Citizen Fund - Direct Plan Fund.
Tata Young Citizen Fund - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Young Citizen Fund - Direct Plan is Stocks : 93.41%, Debt : 5.77% and Gold : 0.82%
The minimum SIP amount for Tata Young Citizen Fund - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Tata Young Citizen Fund - Direct Plan is Compulsory Lock-in Option 5 year or till the child attains age of majority (whichever is earlier). 1% - If redeemed before child attains 18 year of age