Tata Young Citizen -Regular Plan-Growth

NAV
₹ 37.4792 ₹ -0.24 (-0.64 %)
as on 24-05-2022
Asset Size (AUM)
261.05 Cr
Launch Date
Oct 14, 1995
Investment Objective
The scheme seeks capital growth along with steady capital accretion, while emphasising capital preservation at all times. The fund would take an equal exposure to equity and debt.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Oct 14, 1995

12.4

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.21 %
Expense Ratio
2.56%
Volatility
7.46 %
Fund House
Tata Mutual Fund
Fund Manager
Amey Sathe
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give good returns in the very long run. Investment in this fund can be made for a horizon of at least 5 years or more for planning of goals related to children only.
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
For Redemption or switch out of units before the attainment of retirement age i.e 18 years
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 24-05-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Tata Young Citizen -Regular Plan-Growth 14-10-1995 5.75 32.74 13.96 9.16 10.92
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 29-09-2020 40.86 0.0 0.0 0.0 0.0
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 10.22 17.97 10.23 9.59 11.93
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 6.37 30.82 12.85 11.43 14.87
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 6.33 24.12 8.49 8.48 13.07
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 4.5 23.79 11.33 10.7 0.0
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 4.5 23.79 11.33 10.7 0.0
UTI CCF Investment Plan - Regular Plan - Growth Option 17-02-2004 3.77 32.78 13.02 10.52 13.77
LIC MF Childrens Gift Fund-Regular Plan-Growth 16-10-2001 1.74 21.02 8.16 5.89 9.07
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -3.38 18.92 5.25 0.0 0.0
Portfolio Analysis
Portfolio as on
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