Tata Young Citizen Fund [>3 years upto 7 years] Plan A
- Children
- Solutions Oriented
- Very High Risk
Rating:
3
Key Metrics
Aum
₹260.51 Cr
Expense Ratio
2.56%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
25 Sep 2009
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.8% | -- |
| 3 Months | +0.55% | -- |
| 6 Months | -0.21% | -- |
| 1 Year | +7.86% | +7.86% |
| 2 Years | -- | +11.8% |
| 3 Years | +24.72% | +7.64% |
| 5 Years | +75.02% | +11.84% |
| Since Launch | +47.22% | +1.97% |
Holdings as on 18 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 19.46 | 5.81 |
| Reliance Industries | 17.01 | 5.08 |
| ICICI Bank | 14.36 | 4.29 |
| Titan Company | 12.68 | 3.79 |
| Marico | 12.63 | 3.77 |
| Larsen & Toubro Ltd | 11.82 | 3.53 |
| Kotak Mahindra Bank | 11.71 | 3.50 |
| City Union Bank | 10.47 | 3.13 |
| AXIS Bank Ltd | 10.15 | 3.03 |
| Hindustan Unilever | 8.41 | 2.51 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.15
Sharpe Ratio
7.40%
Std. Deviation
7.74%
Tracking Error
-1.34%
Alpha
0.49
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|
Results are calculated on CAGR basis
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 Fund [>3 years upto 7 years] Plan A has an AUM of 260.51 crores & has delivered CAGR of 11.84 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.56%. The minimum investment in Tata Young Citizen Fund [>3 years upto 7 years] Plan A is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank, Titan Company.
The major sectors where the fund is invested are Regional Banks, Personal & Household Prods., Oil & Gas Operations, Construction Services.
Tata Young Citizen Fund [>3 years upto 7 years] Plan A has a sharpe ratio of 0.15 & a standard deviation of 7.40%.
FAQs
According to the morning star rating Tata Young Citizen Fund [>3 years upto 7 years] Plan A has a Moderate risk & High return.
Tata Young Citizen Fund [>3 years upto 7 years] Plan A is managed by Amey Sathe.
The expense ratio of Tata Young Citizen Fund [>3 years upto 7 years] Plan A is 2.56%.
The 5 year annualized return on Tata Young Citizen Fund [>3 years upto 7 years] Plan A is 11.84% & it has generated 7.86% in the last 1 year.
The minimum investment in Tata Young Citizen Fund [>3 years upto 7 years] Plan A is 500 Rs.
Tata Young Citizen Fund [>3 years upto 7 years] Plan A has an AUM of 260.51 crores.
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