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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
TATata MF

Tata Young Citizen Fund [>3 years upto 7 years]

otherSolution Oriented - Children's FundBenchmark: CRISIL Hybrid 25+75 - Aggressive Index
NAV · 11 May 2018₹26.71+0.15%
AUM₹331 Crfrom this fund's primary plan
Expense Ratio2.95%
CAGR—
Exit Load3% on or Before 3Y
Min SIP₹500from this fund's primary plan
Launched1995

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 Mandate

Debt & MMI15%–35%
Equity & Equity Related instruments65%–85%
Asset Allocation
Domestic Equity96.5%
Cash & Equivalents1.4%
Other2.1%
Fund Managers
SU
Sonam Udasi
Fund Manager
Key Information
2.95%
₹500from this fund's primary plan
₹500
3% on or Before 3Y
Nil
Inception14 Oct 1995
AMCTata MF
Top Holdings As of 31 Aug 2026 · disclosed on this fund's primary plan
1HDFC Bank Ltd.Bank5.57%
2Reliance Industries Ltd.Crude Oil5.01%
3ICICI Bank Ltd.Bank4.39%
4Titan Company Ltd.Diamond & Jewellery4.01%
5Kotak Mahindra Bank Ltd.Bank3.80%
6Larsen & Toubro Ltd.Infrastructure3.66%
7Marico Ltd.FMCG3.59%
8City Union Bank Ltd.Bank3.51%
9Axis Bank Ltd.Bank3.24%
10Hindustan Unilever Ltd.FMCG2.38%
Sector Allocation
Bank25.1%
FMCG7.8%
Healthcare7.4%
Finance6.6%
Automobile & Ancillaries5.8%
Crude Oil5.0%
Chemicals4.7%
Infrastructure4.5%
IT4.2%
Diamond & Jewellery4.0%
Construction Materials3.5%
Insurance3.5%
Retailing2.8%
Agri2.2%
Alcohol2.1%
Non - Ferrous Metals1.9%
Gas Transmission1.3%
Power1.3%
Business Services1.2%
Paper1.2%
Telecom1.0%
Iron & Steel0.9%
Miscellaneous0.7%
Others0.7%
Capital Goods0.6%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.15%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.95%
3% on or Before 3Y
Nil
₹500from this fund's primary plan
₹500
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme