What is the NAV of Tata Young Citizen Fund?
The Current NAV of Tata Young Citizen Fund is ₹61.57, as of 20th June 2025What are the returns of Tata Young Citizen Fund?
The Tata Young Citizen Fund has been there since 14th October 1995- 1 Year Returns: 3.47
- 3 Year Returns: 20.02
- 5 Year Returns: 20.87
What are the top 5 sectors holdings of Tata Young Citizen Fund?
The top sectors Tata Young Citizen Fund has invested in are as for 14th 10 1995 are as follows -- Private Banks | 23.34%
- IT Services & Consulting | 8.42%
- Construction & Engineering | 6.16%
- Oil & Gas - Refining & Marketing | 4.58%
- Home Financing | 4.03%
What are the top 5 holdings Tata Young Citizen Fund?
The top 5 holdings for Tata Young Citizen Fund are- HDFC Bank Ltd | 7.84%
- Reliance Industries Ltd | 4.58%
- ICICI Bank Ltd | 4.43%
- Infosys Ltd | 4.05%
- Tata Consultancy Services Ltd | 3.26%
What is the asset allocation of Tata Young Citizen Fund?
The Tata Young Citizen Fund is a plan that invests- Equity | 94.85%
- Cash & Equivalents | 4.29%
- REITs & InvIT | 0.87%
How to invest in Tata Young Citizen Fund?
If you wish to invest in Tata Young Citizen Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Tata Young Citizen Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Tata Young Citizen Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Tata Young Citizen Fund?
The AUM of Tata Young Citizen Fund is 354.16 Cr as of 20th June 2025What is the expense ratio of Tata Young Citizen Fund Plan?
The expense ratio of Tata Young Citizen Fund Plan is 2.58How to exit Tata Young Citizen Fund?
If you have invested in Tata Young Citizen Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Tata Young Citizen Fund?
The alpha ratio for the Tata Young Citizen Fund is 2.28
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Tata Young Citizen Fund?
The volatility or standard deviation for the Tata Young Citizen Fund is 13.15
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata Young Citizen Fund?
The sharpe ratio for the Tata Young Citizen Fund is 0.02
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata Young Citizen Fund?
The Sortino ratio for the Tata Young Citizen Fund is 0.00
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Tata Young Citizen Fund?
The PE ratio (price-to-earnings) of the Tata Young Citizen Fund is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Tata Young Citizen Fund Shares?
The Current NAV of Tata Young Citizen Fund is ₹61.57, as of 20th June 20255. Test MF FAQ Is there any lock-in period for Tata Young Citizen Fund Plan?
There is a lock in period of N/A for Tata Young Citizen Fund
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Tata Young Citizen Fund Standard Growth
GrowthRegular
61.570.70% (+0.43)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Tata Young Citizen Fund Performance & Key Metrics
Tata Young Citizen Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 2.58 | — | 0.02 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.70 | — | 0.18 |
Tata Young Citizen Fund Scheme InfoTata Young Citizen Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Solution Oriented - Children's Fund
About Solution Oriented - Children's Fund
Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Tata Young Citizen Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Tata Young Citizen Fund Asset Allocation
Tata Young Citizen Fund Asset Allocation
Actual
Target
Mar 2024
May 2024
Sep 2024
Nov 2024
Mar 2024
May 2024
Sep 2024
Nov 2024
Tata Young Citizen Fund Sector Distribution
Tata Young Citizen Fund Sector Distribution
Mar 2024
May 2024
Sep 2024
Nov 2024
Tata Young Citizen Fund Sector Weightage
Tata Young Citizen Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Tata Young Citizen Fund Current Holdings
Tata Young Citizen Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
7.84 %
7.84 %Holdings
4.58 %
4.58 %Holdings
4.43 %
4.43 %
AMC Profile of Tata Young Citizen Fund
AMC Profile of Tata Young Citizen Fund
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
No.of Schemes
58
Total AUM
₹ 1,94,419.99 Cr.
Tata Young Citizen Fund Manager Details
Tata Young Citizen Fund Manager Details
Tata Young Citizen Fund Manager Profile
Tata Young Citizen Fund Manager Profile
Amey Sathe
AUM: ₹14,920.38 Cr.
|
Exp: 12yrs
Qualification
MMS, CFA
Past Experience
Data not available
Funds Managed (8)
Other (2)
Growth
4.07%
4.07%
20.73%
20.73%
2.06%
2.06%
Growth
3.47%
3.47%
20.02%
20.02%
2.58%
2.58%
Tata Young Citizen Fund Manager Performance (0)
Tata Young Citizen Fund Manager Performance (0)
Other: Solution Oriented - Children's Fund
Tata Young Citizen Fund Tax Implications
Tata Young Citizen Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
You make
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%