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Business News/Market/Market Stats/    Tata Young Citizen [After 7 years]

Tata Young Citizen [After 7 years]

+
  • Solutions Oriented
  • Children
  • Rating 3
  • Plan
54.91 -0.61 (-1.10%) NAV as on 15 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)326.46
  • CAGR 32.36%
  • Exit Load1.00%
  • Expense ratio2.60%
  • CategorySolutions Oriented
  • Min Investment500
  • Min SIP500
  • Launch Date2009-09-25

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 16 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash / Net Current Asset
  • 10.69
  • 3.27%
  • ITC
  • 9.64
  • 2.95%
View More

Risk & Volitility

  • Alpha 0.32%
  • Beta 0.91
  • Sharpe Ratio0.89
  • Std Deviation 12.36%
  • Tracking Error 4.61%

About Fund

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.

 

The Tata Young Citizen [After 7 years] has an AUM of 326.46 crores & has delivered CAGR of 17.03% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.60%. The minimum investment in Tata Young Citizen [After 7 years] is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Construction Services.

 

Some of the similar funds are Tata Young Citizen [After 7 years], Axis Children's Gift Regular Lock in Growth, Axis Children's Gift Regular No Lock in Growth, SBI Magnum Children's Benefit Fund Regular Growth, Union Children's Fund Regular Growth. Tata Young Citizen [After 7 years] has a sharpe ratio of 0.89 & a standard deviation of 12.36%.

FAQs about Tata Young Citizen [After 7 years]

According to the morning star rating Tata Young Citizen [After 7 years] has a Moderate risk & Exceptional return.
Tata Young Citizen [After 7 years] is managed by Amey Sathe.
The expense ratio of Tata Young Citizen [After 7 years] is 2.60%.
The 5 year annualized return on Tata Young Citizen [After 7 years] is 17.03% & it has generated 32.36% in the last 1 year.
The minimum investment in Tata Young Citizen [After 7 years] is 500 Rs.
Tata Young Citizen [After 7 years] has an AUM of 326.46 crores.
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