Tata Young Citizens Fund -Regular Plan-Growth Option
(Erstwhile Tata Young Citizen [After 7 years] Regular Plan)
Fund House: Tata Mutual Fund| Category: Childrens Fund |
| Launch Date: 14-10-1995 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 500 TRI |
| TER: 2.58% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 365.81 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 19.3% | Exit Load: If redeemed before child attains 18 years of age, Exit load is 1%. |
63.0845
0.3 (0.4703%)
13.0%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
25 Years 10 Months
28 Years 1 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.55 |
| Sharpe Ratio | 0.77 |
| Alpha | -0.79 |
| Beta | 0.91 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.18%
Others
5.14%
Large Cap
50.54%
Mid Cap
14.14%
