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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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 354.16 Cr As on 30-04-2025(Source:AMFI)
Turn over: 19.3% | Exit Load: If redeemed before child attains 18 years of age, Exit load is 1%.
NAV as on 09-06-2025

62.4372

0.42 (0.6768%)

CAGR Since Inception

12.99%

Benchmark: 12.59%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
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 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 13.79
Sharpe Ratio 0.58
Alpha -0.78
Beta 0.91
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 7.69 18.35 17.88 21.86 11.71
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 16.95 25.81 21.89 - -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 12.49 15.12 13.57 14.49 11.88
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 11.63 14.25 11.91 15.32 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 11.63 14.25 11.91 15.32 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 10.95 - - - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 8.85 24.31 20.77 21.07 12.85
HDFC Childrens Fund - Growth Plan 02-03-2001 7.34 16.97 18.16 21.69 13.78
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 6.27 18.02 16.36 15.87 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 6.06 18.24 16.61 20.64 12.67

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

30.53%

Others

3.67%

Large Cap

51.64%

Mid Cap

14.16%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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