- Home
- Mutual Funds
- AMC
- Tata Mutual Fund
- Tata Young Citizen Fund Direct Plan
Tata Young Citizen Fund Direct Plan
NAV (Apr 22,2024)
The Tata Young Citizen Fund - Direct Plan is an investment scheme that allows young individuals to invest in a direct plan and aim for long-term growth. With an expense ratio of 2.17%, this fund has a total asset under management (AUM) of ₹326.77 crores. The minimum investment required to start investing in this plan is ₹500, and there is no lock-in period. Established in January 2013, this fund offers a great opportunity for young citizens to grow their savings.
Tata Young Citizen Fund Direct Plan Latest Trend
- 1M
- 2M
- 3M
Tata Young Citizen Fund Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0.01
- Beta0.84
- Sharpe0.18
- Sortino0.29
Fund Overview
2.17%
0%
No Lock-in
₹ 326.77 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 23, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,110.06 (1.10%) | ₹ 11,179.19 (11.79%) | ₹ 13,263.29 (32.63%) | ₹ 16,791.19 (67.91%) | ₹ 22,328.01 (123.28%) |
₹ 30,000 | ₹ 30,330.18 (1.10%) | ₹ 33,537.57 (11.79%) | ₹ 39,789.87 (32.63%) | ₹ 50,373.57 (67.91%) | ₹ 66,984.03 (123.28%) |
₹ 50,000 | ₹ 50,550.3 (1.10%) | ₹ 55,895.95 (11.79%) | ₹ 66,316.45 (32.63%) | ₹ 83,955.95 (67.91%) | ₹ 1,11,640.05 (123.28%) |
₹ 80,000 | ₹ 80,880.48 (1.10%) | ₹ 89,433.52 (11.79%) | ₹ 1,06,106.32 (32.63%) | ₹ 1,34,329.52 (67.91%) | ₹ 1,78,624.08 (123.28%) |
₹ 1,00,000 | ₹ 1,01,100.6 (1.10%) | ₹ 1,11,791.9 (11.79%) | ₹ 1,32,632.9 (32.63%) | ₹ 1,67,911.9 (67.91%) | ₹ 2,23,280.1 (123.28%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC BANK LTD7.70%
- RELIANCE INDUSTRIES LTD4.75%
- ICICI BANK LTD4.57%
- INFOSYS LTD4.13%
- TATA CONSULTANCY SERVICES LTD3.54%
- TITAN COMPANY LTD3.28%
- ITC LTD3.18%
- KARUR VYSYA BANK LTD3.10%
- AXIS BANK LTD2.78%
- KOTAK MAHINDRA BANK LTD2.55%
- LARSEN & TOUBRO LTD2.53%
- A REPO2.41%
- PERSISTENT SYSTEMS LTD2.04%
- THERMAX LTD2.03%
- MRF LTD1.98%
- ULTRATECH CEMENT LTD1.90%
- CASH NET CURRENT ASSET1.85%
- HINDUSTAN UNILEVER LTD1.82%
- GRINDWELL NORTON LTD1.78%
- UNITED SPIRITS LTD1.74%
- CREDITACCESS GRAMEEN LTD1.71%
- DR REDDYs LABORATORIES LTD1.70%
- TATA CONSUMER PRODUCTS LTD1.66%
- GREENPLY INDUSTRIES LTD1.63%
- GUJARAT PIPAVAV PORT LTD1.59%
- METRO BRANDS LTD1.56%
- DEEPAK NITRITE LTD1.48%
- JYOTHY LABS LTD1.47%
- LINDE INDIA LTD1.47%
- EXIDE INDUSTRIES LTD1.46%
- M INDIA LTD1.37%
- DCB BANK LTD1.37%
- UTI ASSET MANAGEMENT COMPANY LTD1.33%
- INDIAN BANK1.29%
- AVENUE SUPERMARTS LTD1.21%
- MARICO LTD1.21%
- SOBHA LTD1.21%
- REPCO HOME FINANCE LTD1.18%
- ICICI LOMBARD GENERAL INSURANCE CO LTD1.17%
- KPIT TECHNOLOGIES LTD1.16%
- ACC LTD1.15%
- DIVI LABORATORIES LTD1.08%
- WESTLIFE FOODWORLD LTD1.06%
- HDFC LIFE INSURANCE CO LTD1.03%
- WIPRO LTD1.01%
- SANOFI INDIA LTD0.99%
- CERA SANITARYWARE LTD0.96%
- VIP INDUSTRIES LTD0.82%
- BROOKFIELD INDIA REAL ESTATE TRUST0.79%
- ARVIND FASHIONS LTD0.75%
- MAHINDRA LOGISTICS LTD0.71%
- AAVAS FINANCIERS LTD0.70%
- JUPITER LIFE LINE HOSPITALS LTD0.67%
- INDRAPRASTHA GAS LTD0.38%
- Bank - Private22.07%
- IT - Software11.87%
- Refineries4.75%
- Miscellaneous4.27%
- Retailing3.52%
- Diamond & Jewellery3.28%
- Cigarettes/Tobacco3.18%
- Insurance2.20%
- Tyres & Allied1.98%
- Finance - Housing1.88%
- Abrasives1.78%
- Finance - NBFC1.71%
- Tea/Coffee1.66%
- Wood & Wood Products1.63%
- Port1.59%
- Chemicals1.48%
- Batteries1.46%
- Diversified1.37%
- Bank - Public1.29%
- Consumer Food1.21%
- Restaurants1.06%
- Logistics0.71%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 42.21% |
HDFC Children's Gift Fund | OTHER | Very High | 24.15% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 22.54% |
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth | OTHER | Very High | 22.29% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 14.85% |
UTI Children's Hybrid Fund | OTHER | High | 13.94% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 12.49% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 41.31% |
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth | OTHER | Very High | 28.53% |
HDFC Children's Gift Fund | OTHER | Very High | 27.07% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 25.69% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 18.06% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 15.86% |
UTI Children's Hybrid Fund | OTHER | High | 15.32% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 19.24% |
HDFC Children's Gift Fund | OTHER | Very High | 18.73% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 12.65% |
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth | OTHER | Very High | 11.49% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 11.26% |
UTI Children's Hybrid Fund | OTHER | High | 10.32% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 9.27% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Children's Gift Fund | OTHER | Very High | 16.26% |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 14.58% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 12.19% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 11.13% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 10.63% |
UTI Children's Hybrid Fund | OTHER | High | 8.96% |
Fund Managers
Mr. Amey SatheAssistant Fund Manager
Get your latest Credit Score, FREE
Compare with similar Funds
Tata Young Citizen Fund - Direct Plan
Tata Young Citizen Fund - Direct Plan
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Other Mutual Funds
- SBI Magnum Children's Benefit Fund - Savings Plan - Direct Plan
- Axis Children's Gift Fund - No Lock-in - Growth - Direct Plan
- HDFC Retirement Savings Fund - Equity Plan - Growth - Direct Plan
- CPSE Exchange Traded Scheme - Further Fund Offer
- UTI Children's Equity Fund - IDCW - Direct Plan
- ICICI Prudential Bharat 22 FOF - Growth - Direct Plan
- DSP US Flexible Equity Fund - Growth - Direct Plan
- Mirae Asset Equity Allocator Fund of Fund - Regular Plan - Growth
- Sundaram Global Brand Fund - Growth - Direct Plan (Adjusted)
- Franklin India Feeder - Franklin U.S. Opportunities Fund - IDCW - Direct Plan
- Motilal Oswal Nasdaq 100 ETF
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the