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Tata Young Citizen Fund

Growth
67.030.02% (-0.01)

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Tata Young Citizen Fund

Growth
OtherSolution Oriented - Children's Fund
Small-size FundAssets Under Mgmt: ₹ 366 Cr
Very High RiskPrinciple investment will be at very high risk
67.030.02% (-0.01)

Price Chart

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Returns
0.00%
1M
6M
1Y
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SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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OtherSolution Oriented - Children's Fund
Small-size FundAssets Under Mgmt: ₹ 366 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.89—0.88
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.64—1.27

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Compulsory Lock-in Option 5Y or till the child attains age of majority (whichever is earlier). 1% - If redeemed before child attains 18Y of age
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
NIFTY 500 - TRI

About Solution Oriented - Children's Fund

Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

Peers & Comparison

Comparing 3 mutual funds from 
OtherSolution Oriented - Children's Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata Young Citizen Fund14.89%14.45%13.38%
SBI Magnum Children's Benefit Fund-Investment Plan41.31%25.73%42.74%
ICICI Pru Child Care Fund-Gift Plan21.40%17.53%14.75%
Aditya Birla SL Bal Bhavishya Yojna18.24%14.68%13.89%

Price Comparison

Compare Tata Young Citizen Fund with any MF, ETF, stock or index
Compare Tata Young Citizen Fund with any MF, ETF, stock or index
Tata Young Citizen Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
REITs & InvITCash & EquivalentsEquity0.87%4.29%94.85%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+28 moreHome FinancingOil & Gas - Refining & MarketingConstruction & EngineeringIT Services & ConsultingPrivate Banks53.47 %4.03 %4.58 %6.16 %8.42 %23.34 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2421.78%22.07%21.17%20.94%20.82%23.34%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.61 %

    Holdings

    7.84 %

    1.61 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : 0.29 %

    Holdings

    4.58 %

    0.29 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.33 %

    Holdings

    4.43 %

    -0.33 %

AMC Profile

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    60

  • Total AUM

    ₹ 1,86,091.18 Cr.

Fund Manager Profile

Amey Sathe

AUM:  ₹14,434.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Qualification

MMS, CFA

Past Experience

Data not available

Funds Managed (8)

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Opinions and Fund Reviews

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