TATata MFDirect

Tata Young Citizen Fund [>3 years upto 7 years] - Direct Plan

otherSolution Oriented - Children's FundBenchmark: CRISIL Hybrid 25+75 - Aggressive Index
NAV · 11 May 2018₹28.25+0.16%
AUM₹331 Crfrom this fund's primary plan
Expense Ratio1.83%
CAGR
Exit Load3% on or Before 3Y
Min SIP₹500from this fund's primary plan
Launched2015

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%
Fund Managers
SU
Sonam Udasi
Fund Manager
Key Information
1.83%
₹500from this fund's primary plan
₹500
3% on or Before 3Y
Nil
Inception27 Feb 2015
AMCTata MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.16%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.83%
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