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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 (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 326.46 Cr As on (31-03-2024)
Turn over: 13.44% | Exit Load: Exit load of 1% if redeemed before child attains 18 years of age
NAV as on 19-04-2024

54.8157

0.19 (0.3461%)

CAGR Since Inception

13.02%

Benchmark: 12.53%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.35
Sharpe Ratio 0.91
Alpha -0.96
Beta 0.9
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 32.02 17.0 18.13 16.66 13.09
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 41.35 21.78 19.79 14.64 14.13
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 35.03 18.09 30.84 - -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 34.2 15.58 12.62 10.35 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 30.12 12.78 15.28 14.21 14.24
LIC MF Childrens Gift Fund-Regular Plan-Growth 16-10-2001 27.57 13.72 12.66 11.48 9.93
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 27.21 19.16 19.17 16.28 15.34
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 18.05 11.23 12.74 10.61 12.59
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 16.37 6.28 9.8 11.19 -
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 16.37 6.28 9.8 11.19 -

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

22.47%

Others

6.2%

Large Cap

53.31%

Mid Cap

18.02%

Scheme Documents

Monthly Portfolio Disclosure - February 2024

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