Tata Young Citizens Fund -Regular Plan-Growth Option

(Erstwhile Tata Young Citizen [After 7 years] Regular Plan)
Fund House: Tata Mutual Fund
Category: Childrens Fund
Launch Date: 14-10-1995
Asset Class: Mixed Asset
Benchmark: NIFTY 500 TRI
TER: 2.56% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 366.65 Cr As on 29-11-2024(Source:AMFI)
Turn over: 19.3% | Exit Load: Exit load of 1% if redeemed before child attains 18 years of age

60.3584

13.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnTata Young Citizens Fund -Regular Plan-GrowthOptionTata Young Citizens Fund -Regular Plan-Growth OptionNIFTY 500 TRIChildrens FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10-5051015202530Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks capital growth along with steady capital accretion, while emphasising capital preservation at all times. The fund would take an equal exposure to equity and debt.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.99
Sharpe Ratio 0.62
Alpha -1.2
Beta 0.93
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 11.92 19.67 12.21 18.47 11.8
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 38.87 34.7 22.59 - -
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 20.0 21.29 12.19 13.53 9.18
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 17.8 - - - -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 16.5 16.91 11.59 13.54 11.59

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

34.16%

Others

3.32%

Large Cap

51.79%

Mid Cap

9.78%

Scheme Documents

There are no scheme documents available

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