Tata Young Citizen [After 7 years]

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Tata Young Citizen [After 7 years]

Very High Risk
Allocation
Children

NAV as on Mar 21, 2025

Price per unit of the scheme.

₹ 56.7489 0.98% 1 Day Change

2.19%

Minimum Investment ₹500

Expense Ratio 2.60%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

(As On --)

Compare fund’s performance against category average across different time periods

1M 3M 6M 1Y 3Y 5Y

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Tata Young Citizen [After 7 years]

Allocation: Children Average NAV

Topper in Allocation: Children

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Tata Young Citizen [After 7 years]

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

IISL Nifty 500 TR INR

Expense Ratio

2.60 %

Category Avg Expense Ratio

1.12%

Minimum Investment (Lumpsum/SIP)

₹500/₹1000

Lock In (Years)

Fund Size

₹ 322.14 Cr(As on Feb, 2025)

Inception Date

Sep 25, 2009

Turnover

8.85 %

Exit Load

Compulsory Lock-in Option (5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, Exit load is 1%

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.

Tata Young Citizen [After 7 years] is an Allocation - Children fund. The fund was launched in Sep 25, 2009. Its risk level is Very High. The NAV of the fund as on Mar 21, 2025 is ₹56.75. Its expense ratio is 2.60 %. The fund has an AUM of ₹322.14 Cr.The fund is managed by Amey Sathe. The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Amey Sathe

Lead Fund Manager.

Mar 9, 2021- Present

Fund Manager Rank -- Out of 0
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed 4
Total AUM ₹ 12,809.40 Cr
Highest Return In 1 Yr 17.34 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Equity P/E Fund Direct Plan Growth

₹360.93

3.16%

1.99%

Very High Risk

₹7,468.42Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

4.90%

3.72%

Very High Risk

₹2,284.89Cr

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

₹63.03

2.24%

Very High Risk

₹322.14Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Equity P/E Fund Direct Plan Growth

₹360.93

-7.17%

-6.94%

Very High Risk

₹7,468.42Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

1.16%

-1.14%

Very High Risk

₹2,284.89Cr

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

₹63.03

-5.74%

Very High Risk

₹322.14Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Equity P/E Fund Direct Plan Growth

₹360.93

-14.22%

-13.46%

Very High Risk

₹7,468.42Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

-5.30%

-6.75%

Very High Risk

₹2,284.89Cr

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

₹63.03

-12.82%

Very High Risk

₹322.14Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Equity P/E Fund Direct Plan Growth

₹360.93

9.74%

6.68%

Very High Risk

₹7,468.42Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

17.34%

8.76%

Very High Risk

₹2,284.89Cr

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

₹63.03

7.27%

Very High Risk

₹322.14Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Equity P/E Fund Direct Plan Growth

₹360.93

19.89%

17.39%

Very High Risk

₹7,468.42Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

18.97%

15.76%

Very High Risk

₹2,284.89Cr

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

₹63.03

12.87%

Very High Risk

₹322.14Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Equity P/E Fund Direct Plan Growth

₹360.93

27.50%

27.36%

Very High Risk

₹7,468.42Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

22.84%

22.39%

Very High Risk

₹2,284.89Cr

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

₹63.03

23.91%

Very High Risk

₹322.14Cr

1M 3M 6M 1Y 3Y 5Y

Tata Equity P/E Fund Direct Plan Growth

Very High Risk

NAV ₹360.93
Fund Size ₹7,468.42Cr

Fund Return 3.16%

Category Return 1.99%

Tata Banking & Financial Services Fund Direct Growth

Very High Risk

NAV ₹44.86
Fund Size ₹2,284.89Cr

Fund Return 4.90%

Category Return 3.72%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Very High Risk

NAV ₹63.03
Fund Size ₹322.14Cr

Fund Return 2.24%

Category Return --

Tata Equity P/E Fund Direct Plan Growth

Very High Risk

NAV ₹360.93
Fund Size ₹7,468.42Cr

Fund Return -7.17%

Category Return -6.94%

Tata Banking & Financial Services Fund Direct Growth

Very High Risk

NAV ₹44.86
Fund Size ₹2,284.89Cr

Fund Return 1.16%

Category Return -1.14%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Very High Risk

NAV ₹63.03
Fund Size ₹322.14Cr

Fund Return -5.74%

Category Return --

Tata Equity P/E Fund Direct Plan Growth

Very High Risk

NAV ₹360.93
Fund Size ₹7,468.42Cr

Fund Return -14.22%

Category Return -13.46%

Tata Banking & Financial Services Fund Direct Growth

Very High Risk

NAV ₹44.86
Fund Size ₹2,284.89Cr

Fund Return -5.30%

Category Return -6.75%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Very High Risk

NAV ₹63.03
Fund Size ₹322.14Cr

Fund Return -12.82%

Category Return --

Tata Equity P/E Fund Direct Plan Growth

Very High Risk

NAV ₹360.93
Fund Size ₹7,468.42Cr

Fund Return 9.74%

Category Return 6.68%

Tata Banking & Financial Services Fund Direct Growth

Very High Risk

NAV ₹44.86
Fund Size ₹2,284.89Cr

Fund Return 17.34%

Category Return 8.76%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Very High Risk

NAV ₹63.03
Fund Size ₹322.14Cr

Fund Return 7.27%

Category Return --

Tata Equity P/E Fund Direct Plan Growth

Very High Risk

NAV ₹360.93
Fund Size ₹7,468.42Cr

Fund Return 19.89%

Category Return 17.39%

Tata Banking & Financial Services Fund Direct Growth

Very High Risk

NAV ₹44.86
Fund Size ₹2,284.89Cr

Fund Return 18.97%

Category Return 15.76%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Very High Risk

NAV ₹63.03
Fund Size ₹322.14Cr

Fund Return 12.87%

Category Return --

Tata Equity P/E Fund Direct Plan Growth

Very High Risk

NAV ₹360.93
Fund Size ₹7,468.42Cr

Fund Return 27.50%

Category Return 27.36%

Tata Banking & Financial Services Fund Direct Growth

Very High Risk

NAV ₹44.86
Fund Size ₹2,284.89Cr

Fund Return 22.84%

Category Return 22.39%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth

Very High Risk

NAV ₹63.03
Fund Size ₹322.14Cr

Fund Return 23.91%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025

EQUITY (97.26%)

DEBT (1.86%)

CASH (0.88%)

Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.

--
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period

--
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.

--
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.

--
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.

--
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

--

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.

--

This Fund

VS

--

Category Avg
Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.

--

This Fund

VS

--

Category Avg
Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.

0.62

This Fund

VS

--

Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.

--

This Fund

VS

--

Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.

0.40

This Fund

VS

--

Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.

13.72

This Fund

VS

--

Category Avg

Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

ICICI Prudential Child Care Fund (Gift Plan)

₹298.17

2.71%

Very High Risk

₹1,183.32 Cr

Axis Children's Gift Regular Lock in Growth

₹24.52

2.67%

Very High Risk

₹820.08 Cr

Axis Children's Gift Regular No Lock in Growth

₹24.52

2.67%

Very High Risk

₹820.08 Cr

SBI Magnum Children's Benefit Fund- Investment Plan Regular Growth

₹38.58

2.26%

Very High Risk

₹3,014.82 Cr

Tata Young Citizen [After 7 years]

₹56.75

2.19%

Very High Risk

₹322.14 Cr

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

₹17.97

2.04%

Very High Risk

₹955.83 Cr

ICICI Prudential Child Care Fund (Gift Plan)

VERY HIGH RISK

NAV ₹298.17
Fund Size ₹1,183.32 Cr

Fund Return 2.71%

Category Return --

Axis Children's Gift Regular Lock in Growth

VERY HIGH RISK --

NAV ₹24.52
Fund Size ₹820.08 Cr

Fund Return 2.67%

Category Return --

Axis Children's Gift Regular No Lock in Growth

VERY HIGH RISK --

NAV ₹24.52
Fund Size ₹820.08 Cr

Fund Return 2.67%

Category Return --

SBI Magnum Children's Benefit Fund- Investment Plan Regular Growth

VERY HIGH RISK --

NAV ₹38.58
Fund Size ₹3,014.82 Cr

Fund Return 2.26%

Category Return --

Tata Young Citizen [After 7 years]

VERY HIGH RISK

NAV ₹56.75
Fund Size ₹322.14 Cr

Fund Return 2.19%

Category Return --

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

VERY HIGH RISK --

NAV ₹17.97
Fund Size ₹955.83 Cr

Fund Return 2.04%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Resources & Energy Fund Direct Growth

₹48.57

6.15%

Very High Risk

₹928.70 Cr

Tata Infrastructure Fund Direct Plan Growth

₹170.01

5.13%

4.53%

Very High Risk

₹1,863.78 Cr

Tata India Pharma & Healthcare Fund Direct Growth

₹33.43

5.02%

5.56%

Very High Risk

₹1,103.99 Cr

Tata Banking & Financial Services Fund Direct Growth

₹44.86

4.90%

3.72%

Very High Risk

₹2,284.89 Cr

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Direct Growth

₹10.40

4.70%

Very High Risk

₹106.24 Cr

Tata Large & Mid Cap Fund Direct Plan Growth

₹556.20

4.10%

2.62%

Very High Risk

₹7,419.57 Cr

Tata Resources & Energy Fund Direct Growth

VERY HIGH RISK --

NAV ₹48.57
Fund Size ₹928.70 Cr

Fund Return 6.15%

Category Return --

Tata Infrastructure Fund Direct Plan Growth

VERY HIGH RISK

NAV ₹170.01
Fund Size ₹1,863.78 Cr

Fund Return 5.13%

Category Return 4.53%

Tata India Pharma & Healthcare Fund Direct Growth

VERY HIGH RISK --

NAV ₹33.43
Fund Size ₹1,103.99 Cr

Fund Return 5.02%

Category Return 5.56%

Tata Banking & Financial Services Fund Direct Growth

VERY HIGH RISK

NAV ₹44.86
Fund Size ₹2,284.89 Cr

Fund Return 4.90%

Category Return 3.72%

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Direct Growth

VERY HIGH RISK --

NAV ₹10.40
Fund Size ₹106.24 Cr

Fund Return 4.70%

Category Return --

Tata Large & Mid Cap Fund Direct Plan Growth

VERY HIGH RISK

NAV ₹556.20
Fund Size ₹7,419.57 Cr

Fund Return 4.10%

Category Return 2.62%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth ₹ 1,82,116.44 crores. It’s current offering of mutual fund schemes includes 35 equity, 18 debt and 9 hybrid schemes.

Phone

+91 22 6657 8282

kiran@tataamc.com

AUM

₹ 1,82,116.44 Cr (

As on Feb 2025

)

Address

Mafatlal Centre, 9th Floor, ,Mumbai ,400 021

FAQ’S

What is the category of Tata Young Citizen [After 7 years] ?

The category of Tata Young Citizen [After 7 years] is Allocation - Children

What is the current NAV of Tata Young Citizen [After 7 years] ?

The current NAV of Tata Young Citizen [After 7 years] (as on Mar 21, 2025) is ₹ 56.75

How safe is Tata Young Citizen [After 7 years]?

The risk level of Tata Young Citizen [After 7 years] is Very High .

What are short term returns given by Tata Young Citizen [After 7 years]?

The return given by Tata Young Citizen [After 7 years] in 1 month is 2.19%, 3 months is -5.89%, 6 months is -13.10%, and 1 year is 6.69%.

What are the long term returns given by Tata Young Citizen [After 7 years]?

The return given by Tata Young Citizen [After 7 years] in 3 years is 12.19% and 5 years is 23.10%.

What is the expense ratio of Tata Young Citizen [After 7 years]?

The expense ratio of Tata Young Citizen [After 7 years] is 2.60 %

What is the AUM of Tata Young Citizen [After 7 years]

The assets under Management (AUM) of Tata Young Citizen [After 7 years] is Rs 322.14 crores.

What is the minimum investment in Tata Young Citizen [After 7 years]?

The minimum Lumpsum investment in Tata Young Citizen [After 7 years] is ₹500 and the minimum SIP investment in Tata Young Citizen [After 7 years] is ₹1000

What is the asset allocation of Tata Young Citizen [After 7 years]?

The Tata Young Citizen [After 7 years] has an exposure of 97.26% in Equity, 1.86% in Debt and 0.88% in Cash & Money Market Securities

COMPANIES

INDICES ANALYSIS

AMCs

MUTUAL FUNDS

NEWS

Tata Young Citizen [After 7 years]

FUND RATING

RISK-O-METER

FUND PERFORMANCE

FUND COMPARISON

RETURN CALCULATOR

FUND SUMMARY

ABOUT THE FUND

FUND MANAGER

DETAILED PORTFOLIO

PERFORMANCE MEASURES

HISTORICAL RISK MEASURES

PEER ANALYSIS

Top funds from this amc

ABOUT THE AMC

FAQ’S

CALCULATORS

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