Tata Young Citizens Fund Add to compare
24.3774
-0.2658
(-1.08%)
1 day change as on 14 Jul 2020
Investment Objective: The investment objective of the Scheme is to generate long term capital growth.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 155.46
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 3 Year; Exit Load is 3%, If redeemed bet. 3 Year to 7 Year; Exit Load is 2% 500
Launch Date Fund Manager Last Dividend
14-10-1995 Akhil Mittal,Rahul Singh,Amey Sathe 0.00
Benchmark Email / Website Bonus
S&P BSE 200 TRI kiran@tatamutualfund.com / www.tatamutualfund.com 1:5
AMC Name
Tata Asset Management Private Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Tata Young Citizens Fund 169.13 5.33 15.93 -8.18 -2.27 -1.14 2.97 11.44
SBI Magnum Childrens Benefit Fund 64.47 2.97 8.74 0.11 2.72 4.45 9.48 9.92
Axis Childrens Gift Fund 433.51 5.18 12.99 -7.57 0.90 4.84 -- 6.64
UTI CCF- Savings Plan 3426.02 2.94 9.91 -4.01 0.25 1.24 5.13 10.58
Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan 249.97 4.54 13.52 -8.83 -2.06 -- -- -0.63
LIC MF Childrens Gift Fund 10.92 4.67 11.60 -11.12 -2.71 -1.47 2.74 2.77
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 9.14
Reliance Industries Ltd. Energy 8.46
ICICI Bank Ltd. Financial Services 5.53
Repo Current Assets 4.7
Bharti Airtel Ltd. Telecom 4.01
 
Company Name Sector Name Asset %
Kotak Mahindra Bank Ltd. Financial Services 3.74
Infosys Ltd. IT 3.66
Tata Consultancy Services Ltd. IT 3.57
MRF Ltd. Automobile 3.06
7.9 India Infradebt Ltd. Oct 31 2022 Financial Services 3.03
AUM Movement
Asset Allocation