Fund Overview

NAV (15 May 25)

61.00

AUM (in Cr)

₹ 354.16

5 Years CAGR

% 23.30

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Tata Young Citizens Fund (After 7 Years) - Regular Plan
6.16
9.77
2.66
10.37
18.20
23.30
Children
5.37
7.70
3.58
12.66
17.20
20.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 2.60
Benchmark
-
AUM
₹ 354.16
Inception Date
14 Oct 1995
Turnover Ratio
% 42.39
Exit Load
Compulsory Lock-in Option: 5 years or till the child attains age of majority (whichever is earlier). If redeemed before child attains 18 years of age, Exit load is 1%.
Asset Class
Solution Oriented
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