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Business News/Market/Market Stats/    Tata Young Citizen Fund [Upto 3 years]

Tata Young Citizen Fund [Upto 3 years]

+
  • Solutions Oriented
  • Children
  • Rating 3
  • Plan
26.30 -0.14 (-0.55%) NAV as on 01 Jun, 2018
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)260.51
  • CAGR 6.88%
  • Exit Load1.00%
  • Expense ratio2.56%
  • CategorySolutions Oriented
  • Min Investment500
  • Min SIP500
  • Launch Date1995-10-14

Morning Star Rating 3

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 23 April 2024

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

Risk & Volitility

  • Alpha -1.34%
  • Beta 0.49
  • Sharpe Ratio0.15
  • Std Deviation 7.40%
  • Tracking Error 7.74%

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 [Upto 3 years] has an AUM of 260.51 crores & has delivered CAGR of 11.72% 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 [Upto 3 years] 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 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.

 

Tata Young Citizen Fund [Upto 3 years] has a sharpe ratio of 0.15 & a standard deviation of 7.40%.

FAQs about Tata Young Citizen Fund [Upto 3 years]

According to the morning star rating Tata Young Citizen Fund [Upto 3 years] has a Moderate risk & High return.
Tata Young Citizen Fund [Upto 3 years] is managed by Amey Sathe.
The expense ratio of Tata Young Citizen Fund [Upto 3 years] is 2.56%.
The 5 year annualized return on Tata Young Citizen Fund [Upto 3 years] is 11.72% & it has generated 6.88% in the last 1 year.
The minimum investment in Tata Young Citizen Fund [Upto 3 years] is 500 Rs.
Tata Young Citizen Fund [Upto 3 years] has an AUM of 260.51 crores.
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