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Tata Young Citizens' Fund-Direct Plan-Growth

Hybrid | Solution Oriented - Children's Fund

(NAV as of 22/05/2024)
62.20 (0.30)

3Y Returns

17.37%

Min SIP

0

Min Lumpsum

0

Expense Ratio

2.17%

Fund Size

327 Cr

Inception Date

01-Jan-13

Fund Manager

Amey Sathe

Exit Load

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

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.94%

Debt & Others

5.06%

Market Cap Allocation

Large Cap

54.55%

Mid Cap

20.85%

Small Cap

19.54%

Other Cap

5.06%

Sector Allocation

Banks

21.49%

Internet and Technology

12.34%

Consumer Durables

7.97%

Petroleum Products

5.16%

Diversified FMCG

4.67%

Top Ten Holdings

HDFC Bank Ltd

6.49%

Reliance Industries Ltd

5.16%

ICICI Bank Ltd

4.65%

Infosys Ltd

4.38%

Karur Vysya Bank Ltd

3.59%

Investment 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.

Fund House Detail

AMC Name

Tata Asset Management Limited

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.