Historical NAV & Returns
About Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth is a hybrid fund. This fund was started on 7 July, 2014. The fund is managed by Amey Sathe. This fund gives you the benefit of diversification.
Key Parameters
- Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth has ₹340 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.9.
Returns
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth has given a CAGR return of 12.25% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 9.04% and 8.93% respectively.
Holdings
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth has allocated its funds majorly in Cash Equivalent, Securitize, Financial Services, Consumer Defensive, Basic Materials, Industrial, Consumer Cyclical, Health, Tech, Energy, Utilities, Communication.
Taxation
As it is a children mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth
The investment objective of the Scheme is to generate long term capital growth. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth of 5 Years
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth Overview
| Expense ratio | 1.9% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹340 Cr |
| Inception Date | 7 July, 2014 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | 5 Years |
TurnOver | 11.31% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (31-May-18)
Fund Distribution
as on (31-Mar-25)
- AUM of the fund stands at 322.1 Cr as of Feb'25
- AUM decreased by 27.1 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Securitize, Financial Services & Consumer Defensive
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 8.6% | 0% | |
 Reliance Industries Ltd | 4.87% | 0% | |
 ICICI Bank Ltd | 3.96% | 0% | |
 Kotak Mahindra Bank Ltd | 3.83% | 0% | |
 Infosys Ltd | 3.69% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
![Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth](https://indcdn.indmoney.com/cdn-cgi/image/quality=90,format=auto,metadata=copyright,width=100/https://indcdn.indmoney.com//amc_tata_new.jpg){kind=small} Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth | 9.04% | 8.93% | - | 12.25% |
 SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth | 18.39% | 18.94% | - | 36.41% |
 Axis Children's Direct Lock in Growth | 7.66% | 7.1% | 16.26% | 11.38% |
 ICICI Prudential Child Care Fund (Gift Plan) Direct Plan | 2.45% | 15.03% | 20.71% | 13.86% |
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹340 Cr
Expense Ratio 1.9%
More funds from Tata
5Y CAGR
▲ 20.45
5Y CAGR
▲ 18.65
5Y CAGR
▲ 19.21
Frequently Asked Questions for Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth
Tata Young Citizens Fund [> 3 years upto 7 years] Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -1.71% | -1.71% |
6 Month Returns | 0.33% | 0.33% |
1 Year Returns | 9.04% | 9.04% |
3 Years Returns | 29.26% | 8.93% |
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