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Partner With Us

May 11, 2018


Category

Others

AUM (Cr.)

274.81

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Amey Sathe

Inception Date

Jan 28, 2016

Risk Level

Very High

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.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Young Citizens Fund(GT3 Years upto 7 years) 0 0 0 0 0 0
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST ETFS/INDEX 1.68 22.26 47.53 17.36 12.04 23.16
Category Rank 4/1 1/1 2/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Child Care Fund-Gift Plan 197.9400 0.50 41.50 16.00 10.97 851.99 2.39 5,000.00 invest
SBI Magnum Children Benefit Fund 74.6369 0.23 25.71 11.74 10.95 83.60 1.23 5,000.00 invest
SBI Magnum Children`s Benefit Fund - IP (G) 22.3442 0.22 116.49 0.00 0.00 289.22 2.55 5,000.00 invest
UTI-CCF Investment Plan - (G) 62.4675 0.12 61.59 23.27 16.40 575.59 2.70 1,000.00 invest
UTI-CCF Savings Plan - (Scholarship) 30.3449 -84.93 25.85 11.43 8.51 4,252.56 1.73 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Reliance Industr Sep 30, 2021 19.65 7.15 11.56
Equity-ICICI Bank Sep 30, 2021 19.41 7.06 -2.53
Equity-HDFC Bank Sep 30, 2021 16.30 5.93 0.86
Equity-Infosys Sep 30, 2021 14.66 5.33 -1.83
Equity-TCS Sep 30, 2021 12.08 4.40 -0.29
Equity-Kotak Mah. Bank Sep 30, 2021 8.74 3.18 14.36
Equity-Titan Company Sep 30, 2021 8.00 2.91 12.50
Equity-H D F C Sep 30, 2021 7.38 2.69 -1.58
Equity-Bharti Airtel Sep 30, 2021 6.54 2.38 -4.40
Equity-Wipro Sep 30, 2021 6.34 2.31 -1.07

latest news

SCHEME DETAILS

AMC Name : Tata Mutual Fund
Fund Name : Tata Young Citizens Fund(GT3 Years upto 7 years)
Contact Persone : Amey Sathe
Registered Address : Mafatlal Centre,9th Floor,Nariman Point,Mumbai - 400 021.
Telephone No : 022 - 6657 8282.
Fax No. : 022 - 2261 3782.
Email : kiran:tataamc.com
Website : www.tatamutualfund.com
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