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Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
NAV as on Mar 13, 2025
i
Price per unit of the scheme.
₹ 60.2472 -0.04% 1 Day Change
-3.50%
Minimum Investment ₹500
Expense Ratio 2.17%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

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
-- 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.

RETURN CALCULATOR

Check the return on your investment in the fund
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    ₹0

FUND MANAGER

Amey Sathe
i
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 ₹ 13,626.57 Cr
  • Highest Return In 1 Yr 12.21 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹341.16
-3.70%
-3.95%
Very High Risk
₹8,067.54Cr
₹42.40
-1.87%
-2.56%
Very High Risk
₹2,323.96Cr
₹60.25
-3.50%
--
Very High Risk
₹349.20Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹341.16
-16.06%
-15.24%
Very High Risk
₹8,067.54Cr
₹42.40
-8.72%
-11.22%
Very High Risk
₹2,323.96Cr
₹60.25
-12.73%
--
Very High Risk
₹349.20Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹341.16
-19.32%
-17.24%
Very High Risk
₹8,067.54Cr
₹42.40
-7.73%
-9.16%
Very High Risk
₹2,323.96Cr
₹60.25
-16.63%
--
Very High Risk
₹349.20Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹341.16
5.30%
3.07%
Very High Risk
₹8,067.54Cr
₹42.40
12.21%
3.10%
Very High Risk
₹2,323.96Cr
₹60.25
3.51%
--
Very High Risk
₹349.20Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹341.16
18.77%
16.37%
Very High Risk
₹8,067.54Cr
₹42.40
18.24%
15.15%
Very High Risk
₹2,323.96Cr
₹60.25
12.24%
--
Very High Risk
₹349.20Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹341.16
22.91%
23.17%
Very High Risk
₹8,067.54Cr
₹42.40
16.91%
16.34%
Very High Risk
₹2,323.96Cr
₹60.25
19.93%
--
Very High Risk
₹349.20Cr
Tata Equity P/E Fund Direct Plan Growth Tata Equity P/E Fund Direct Plan Growth
Very High Risk
  • NAV ₹341.16
  • Fund Size ₹8,067.54Cr
Fund Return -3.70%
Category Return -3.95%
Tata Banking & Financial Services Fund Direct Growth Tata Banking & Financial Services Fund Direct Growth
Very High Risk
  • NAV ₹42.40
  • Fund Size ₹2,323.96Cr
Fund Return -1.87%
Category Return -2.56%
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Very High Risk
  • NAV ₹60.25
  • Fund Size ₹349.20Cr
Fund Return -3.50%
Category Return --
Tata Equity P/E Fund Direct Plan Growth Tata Equity P/E Fund Direct Plan Growth
Very High Risk
  • NAV ₹341.16
  • Fund Size ₹8,067.54Cr
Fund Return -16.06%
Category Return -15.24%
Tata Banking & Financial Services Fund Direct Growth Tata Banking & Financial Services Fund Direct Growth
Very High Risk
  • NAV ₹42.40
  • Fund Size ₹2,323.96Cr
Fund Return -8.72%
Category Return -11.22%
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Very High Risk
  • NAV ₹60.25
  • Fund Size ₹349.20Cr
Fund Return -12.73%
Category Return --
Tata Equity P/E Fund Direct Plan Growth Tata Equity P/E Fund Direct Plan Growth
Very High Risk
  • NAV ₹341.16
  • Fund Size ₹8,067.54Cr
Fund Return -19.32%
Category Return -17.24%
Tata Banking & Financial Services Fund Direct Growth Tata Banking & Financial Services Fund Direct Growth
Very High Risk
  • NAV ₹42.40
  • Fund Size ₹2,323.96Cr
Fund Return -7.73%
Category Return -9.16%
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Very High Risk
  • NAV ₹60.25
  • Fund Size ₹349.20Cr
Fund Return -16.63%
Category Return --
Tata Equity P/E Fund Direct Plan Growth Tata Equity P/E Fund Direct Plan Growth
Very High Risk
  • NAV ₹341.16
  • Fund Size ₹8,067.54Cr
Fund Return 5.30%
Category Return 3.07%
Tata Banking & Financial Services Fund Direct Growth Tata Banking & Financial Services Fund Direct Growth
Very High Risk
  • NAV ₹42.40
  • Fund Size ₹2,323.96Cr
Fund Return 12.21%
Category Return 3.10%
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Very High Risk
  • NAV ₹60.25
  • Fund Size ₹349.20Cr
Fund Return 3.51%
Category Return --
Tata Equity P/E Fund Direct Plan Growth Tata Equity P/E Fund Direct Plan Growth
Very High Risk
  • NAV ₹341.16
  • Fund Size ₹8,067.54Cr
Fund Return 18.77%
Category Return 16.37%
Tata Banking & Financial Services Fund Direct Growth Tata Banking & Financial Services Fund Direct Growth
Very High Risk
  • NAV ₹42.40
  • Fund Size ₹2,323.96Cr
Fund Return 18.24%
Category Return 15.15%
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Very High Risk
  • NAV ₹60.25
  • Fund Size ₹349.20Cr
Fund Return 12.24%
Category Return --
Tata Equity P/E Fund Direct Plan Growth Tata Equity P/E Fund Direct Plan Growth
Very High Risk
  • NAV ₹341.16
  • Fund Size ₹8,067.54Cr
Fund Return 22.91%
Category Return 23.17%
Tata Banking & Financial Services Fund Direct Growth Tata Banking & Financial Services Fund Direct Growth
Very High Risk
  • NAV ₹42.40
  • Fund Size ₹2,323.96Cr
Fund Return 16.91%
Category Return 16.34%
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
Very High Risk
  • NAV ₹60.25
  • Fund Size ₹349.20Cr
Fund Return 19.93%
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.
    0.70
    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.
    0.44
    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.
    13.71
    This Fund
    VS
    --
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

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Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹113.37
0.43%
--
Moderately High risk
₹121.17 Cr
--
₹27.24
-2.31%
--
Very High Risk
₹868.75 Cr
--
₹26.73
-2.32%
--
Very High Risk
₹868.75 Cr
₹60.25
-3.50%
--
Very High Risk
₹349.20 Cr
₹310.22
-3.66%
--
Very High Risk
₹1,280.20 Cr
--
₹18.94
-3.76%
--
Very High Risk
₹1,031.92 Cr
SBI Magnum Children's Benefit Fund Direct Growth SBI Magnum Children's Benefit Fund Direct Growth
MODERATELY HIGH RISK
  • NAV ₹113.37
  • Fund Size ₹121.17 Cr
Fund Return -0.43%
Category Return --
Axis Children's Gift Direct No Lock in Growth Axis Children's Gift Direct No Lock in Growth
VERY HIGH RISK --
  • NAV ₹27.24
  • Fund Size ₹868.75 Cr
Fund Return -2.31%
Category Return --
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
VERY HIGH RISK --
  • NAV ₹26.73
  • Fund Size ₹868.75 Cr
Fund Return -2.32%
Category Return --
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
VERY HIGH RISK
  • NAV ₹60.25
  • Fund Size ₹349.20 Cr
Fund Return -3.50%
Category Return --
ICICI Prudential Child Care Fund (Gift Plan) Direct Plan ICICI Prudential Child Care Fund (Gift Plan) Direct Plan
VERY HIGH RISK
  • NAV ₹310.22
  • Fund Size ₹1,280.20 Cr
Fund Return -3.66%
Category Return --
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
VERY HIGH RISK --
  • NAV ₹18.94
  • Fund Size ₹1,031.92 Cr
Fund Return -3.76%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹84.69
0.82%
0.68%
Moderate Risk
₹1,073.17 Cr
₹13.49
0.70%
0.41%
Moderate Risk
₹213.01 Cr
--
₹2.40
0.64%
--
Moderate Risk
₹2.15 Cr
--
₹433.47
0.63%
--
Moderate Risk
₹12.13 Cr
--
₹80.12
0.63%
--
Low to Moderate Risk
₹15.12 Cr
--
₹11.88
0.63%
--
Moderate Risk
₹179.13 Cr
Tata Gilt Securities Fund Direct Plan Growth Tata Gilt Securities Fund Direct Plan Growth
MODERATE RISK
  • NAV ₹84.69
  • Fund Size ₹1,073.17 Cr
Fund Return 0.82%
Category Return 0.68%
Tata Banking & PSU Debt Fund Direct Growth Tata Banking & PSU Debt Fund Direct Growth
MODERATE RISK
  • NAV ₹13.49
  • Fund Size ₹213.01 Cr
Fund Return 0.70%
Category Return 0.41%
Tata Medium Term Fund Segregated Portfolio 1 Direct Plan Growth Tata Medium Term Fund Segregated Portfolio 1 Direct Plan Growth
MODERATE RISK --
  • NAV ₹2.40
  • Fund Size ₹2.15 Cr
Fund Return 0.64%
Category Return --
Tata Corporate Bond Segregated Portfolio 1 Direct Plan Growth Tata Corporate Bond Segregated Portfolio 1 Direct Plan Growth
MODERATE RISK --
  • NAV ₹433.47
  • Fund Size ₹12.13 Cr
Fund Return 0.63%
Category Return --
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Plan Growth Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Plan Growth
LOW TO MODERATE RISK --
  • NAV ₹80.12
  • Fund Size ₹15.12 Cr
Fund Return 0.63%
Category Return --
TATA Nifty G-SEC Dec 2029 Index Fund Direct Growth TATA Nifty G-SEC Dec 2029 Index Fund Direct Growth
MODERATE RISK --
  • NAV ₹11.88
  • Fund Size ₹179.13 Cr
Fund Return 0.63%
Category Return --
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 ₹ 1,85,207.02 crores. It’s current offering of mutual fund schemes includes 34 equity, 18 debt and 9 hybrid schemes.
Phone
+91 22 6657 8282
Email
kiran@tataamc.com
AUM
₹ 1,85,207.02 Cr (
As on Jan 2025
)
Address
Mafatlal Centre, 9th Floor, ,Mumbai ,400 021

FAQ’S

What is the category of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth ?
The category of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is Allocation - Children
What is the current NAV of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth ?
The current NAV of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth (as on Mar 13, 2025) is ₹ 60.25
How safe is Tata Young Citizens' Fund (After 7 years) Direct Plan Growth?
The risk level of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is Very High .
What are short term returns given by Tata Young Citizens' Fund (After 7 years) Direct Plan Growth?
The return given by Tata Young Citizens' Fund (After 7 years) Direct Plan Growth in 1 month is -3.50%, 3 months is -12.73%, 6 months is -16.63%, and 1 year is 3.51%.
What are the long term returns given by Tata Young Citizens' Fund (After 7 years) Direct Plan Growth?
The return given by Tata Young Citizens' Fund (After 7 years) Direct Plan Growth in 3 years is 12.24% and 5 years is 19.93%.
What is the expense ratio of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth?
The expense ratio of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is 2.17 %
What is the AUM of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
The assets under Management (AUM) of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is Rs 349.20 crores.
What is the minimum investment in Tata Young Citizens' Fund (After 7 years) Direct Plan Growth?
The minimum Lumpsum investment in Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is ₹500 and the minimum SIP investment in Tata Young Citizens' Fund (After 7 years) Direct Plan Growth is ₹1000
What is the asset allocation of Tata Young Citizens' Fund (After 7 years) Direct Plan Growth?
The Tata Young Citizens' Fund (After 7 years) Direct Plan Growth has an exposure of 97.26% in Equity, 1.86% in Debt and 0.88% in Cash & Money Market Securities
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