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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Tata Young Citizens Fund - Regular Plan
|
Very High
|
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2.57 |
|||
Very High
|
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1.33 |
||||
Very High
|
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1.42 |
||||
Very High
|
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1.71 |
||||
Very High
|
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1.71 |
₹349 Cr
1.00 (18)
500
500
500
12
Investment Strategy
The Scheme seeks to generate long term capital growth.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By Value Research
Tata Young Citizens Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a children's fund, it carries a lock-in of 5 years or till the child attains the age of maturity, whichever is earlier. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, Tata Young Citizens Fund - Regular Plan fund can be purchased from the website of Tata Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Tata Young Citizens Fund - Regular Plan is ₹55.5711 as of 15-Feb-2025.
The AUM of Tata Young Citizens Fund - Regular Plan Fund is ₹349 Cr as of 31-Jan-2025
The riskometer level of Tata Young Citizens Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
7.78
|
|
4.71
|
|
4.48
|
|
4.31
|
|
3.30
|
As of 31-Jan-2025, Tata Young Citizens Fund - Regular Plan had invested 96.6% in Equity, 1.71% in Real Estate and 1.69% in Cash & Cash Eq. See More
Tata Young Citizens Fund - Regular Plan is 29 years 4 months old. It has delivered 12.69% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
2.28%
|
12.15%
|
15.92%
|
11.15%
|
10.26%
|
12.69%
|
Yes, There is lock in period in Tata Young Citizens Fund - Regular Plan.
The expense ratio of Tata Young Citizens Fund - Regular Plan is 2.57.