e.g. Tata motors, Reliance MF, 500570

Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW

Hybrid Debt Moderately High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹214.9 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To provide long term capital growth along with steady capital appreciation to its unitholders, while at all times emphasizing the importance of capital preservation.

AMC

Tata Asset Management Ltd.

Fund Details

Launch Date

October 14, 1995

Fund Manager

Mr. Akhil Mittal

Initial Price

10

AUM Fund

214.9 Cr

Min investment

Rs 500

Expense Ratio

2.25%

SIP Minimum Investment

Monthly - Minimum Number of Installments 12 if the amount Rs. 500/- each and in multiples of Rs. 500/- or 6 if the amount is Rs. 1,000/- each & in multiples of Rs. 500/-.Quarterly - Minimum Number of Installments 6 if the amount Rs. 1,000/- each and in multiples of Rs. 500/- or 4 if the amount is Rs. 1,500/- each & in multiples of Rs. 500/-.

Exit Load

Compulsory Lock-in Option: 3% of redeemed on or before expiry of 3 years from the date of allotment.(This load will be applicable when the lock-in period expires before 3 years from the date of allotment).Anytime Exit Option: If child attains majority after 7 years from the date of allotment: If redeemed on or before expiry of 3 years from the date of allotment: 3% If redeemed after 3 years but on or before 7 years from the date of allotment: 2% If redeemed after 7 years but before child attains majority: 1% No load after the child attains majority If child attains majority before 7 years from the date of allotment: If redeemed on or before expiry of 3 years from the date of allotment: 3% If redeemed after 3 years but on or before 7 years from the date of allotment: 2% If redeemed after 7 years: Nil.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
12.47% 53.98% ₹17.89
12.29% 52.99% ₹17.89
11.80% 50.82% ₹17.89
11.05% 21.36% ₹17.89
7.79% 15.67% ₹19.46

Holdings

Sector Allocation

Miscellaneous 12.70%
Banks 15.38%
Tobacco 4.02%
Leather 3.58%
Auto 8.58%
Retail 4.45%
Personal Care 5.15%
Food Processing 4.56%
Telecommunications 2.34%
Beverages - Alcoholic 2.20%
Cables 2.18%
Textiles 2.16%
Petroleum 2.84%
Transport 1.97%
Finance 2.54%
Paints and Pigments 1.74%
Tyres 3.34%
Service 3.68%
Hospitality 1.33%
Power 1.59%
Information Technology 1.08%
Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex, Bandra East, Mumbai Maharashtra India 400051
Phone
+91 22 66578282
Fax
+91 22 22613782
Launch Date
October 14, 1995
Custodian
Deutsche Bank; HDFC Bank; Standard Chartered Bank; ICICI Bank; Orbis Financial Corporation Ltd
Registrar & Transfer Agent
CAMS Ltd.

Frequently Asked Questions

Q: What is the current NAV of Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW?

A: The latest NAV of Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW is ₹ .

Q: What type of mutual fund is Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW?

A: Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW is a 'Hybrid - Debt-oriented Aggressive' type mutual fund managed by 'Tata Asset Management Ltd.'.

Q: What is the expense ratio of Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW?

A: The expense ratio of Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW is 2.25%, which impacts overall returns.

Q: Who manages Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW?

A: Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW is managed by Mr. Akhil Mittal, who oversees investment strategy and portfolio decisions.

Q: Is Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW a good investment?

A: Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW?

A: The exit load of Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW is Compulsory Lock-in Option: 3% of redeemed on or before expiry of 3 years from the date of allotment.(This load will be applicable when the lock-in period expires before 3 years from the date of allotment).Anytime Exit Option: If child attains majority after 7 years from the date of allotment: If redeemed on or before expiry of 3 years from the date of allotment: 3% If redeemed after 3 years but on or before 7 years from the date of allotment: 2% If redeemed after 7 years but before child attains majority: 1% No load after the child attains majority If child attains majority before 7 years from the date of allotment: If redeemed on or before expiry of 3 years from the date of allotment: 3% If redeemed after 3 years but on or before 7 years from the date of allotment: 2% If redeemed after 7 years: Nil., applicable if redeemed within the specified period.

Q: How is Tata Young Citizens Fund (3-7 Years) - Regular Plan - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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