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Fund Overview

Fund Size

Fund Size

₹322 Cr

Expense Ratio

Expense Ratio

1.90%

ISIN

ISIN

INF277K01QW4

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

About this fund

Tata Young Citizens Fund Direct Growth is a Children mutual fund schemes offered by Tata Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹63.19, Assets Under Management (AUM) of 322.14 Crores, and an expense ratio of 1.9%.
  • Tata Young Citizens Fund Direct Growth has given a CAGR return of 12.55% since inception.
  • The fund's asset allocation comprises around 97.26% in equities, 1.86% in debts, and 0.88% in cash & cash equivalents.
  • You can start investing in Tata Young Citizens Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.52%

(Cat Avg.)

3 Years

+12.98%

(Cat Avg.)

5 Years

+24.43%

(Cat Avg.)

10 Years

+11.46%

(Cat Avg.)

Since Inception

+12.55%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity313.32 Cr97.26%
Debt5.98 Cr1.86%
Others2.84 Cr0.88%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity27.72 Cr8.60%
Reliance Industries LtdEquity15.6 Cr4.84%
ICICI Bank LtdEquity15.05 Cr4.67%
Infosys LtdEquity13.5 Cr4.19%
Kotak Mahindra Bank LtdEquity11.42 Cr3.54%
Tata Consultancy Services LtdEquity9.75 Cr3.03%
Larsen & Toubro LtdEquity9.49 Cr2.95%
ITC LtdEquity8.89 Cr2.76%
Hindustan Unilever LtdEquity8.76 Cr2.72%
Axis Bank LtdEquity8.38 Cr2.60%
Shree Cement LtdEquity8.19 Cr2.54%
Titan Co LtdEquity8 Cr2.48%
Dr Reddy's Laboratories LtdEquity7.82 Cr2.43%
Marico LtdEquity7.21 Cr2.24%
ICICI Lombard General Insurance Co LtdEquity6.76 Cr2.10%
Tata Consumer Products LtdEquity6.75 Cr2.09%
AAVAS Financiers LtdEquity6.74 Cr2.09%
United Spirits LtdEquity6.55 Cr2.03%
HDFC Life Insurance Co LtdEquity6.09 Cr1.89%
Brookfield India Real Estate TrustBond - Asset Backed5.98 Cr1.86%
Jupiter Life Line Hospitals LtdEquity5.68 Cr1.76%
Gravita India LtdEquity5.58 Cr1.73%
Godrej Industries LtdEquity5.49 Cr1.70%
Greenply Industries LtdEquity5.45 Cr1.69%
Indraprastha Gas LtdEquity5.31 Cr1.65%
MRF LtdEquity5.27 Cr1.64%
UTI Asset Management Co LtdEquity4.7 Cr1.46%
Can Fin Homes LtdEquity4.62 Cr1.43%
Metro Brands LtdEquity4.47 Cr1.39%
City Union Bank LtdEquity4.43 Cr1.38%
Paradeep Phosphates LtdEquity4.34 Cr1.35%
Castrol India LtdEquity4.25 Cr1.32%
IndusInd Bank LtdEquity3.96 Cr1.23%
CESC LtdEquity3.92 Cr1.22%
Akums Drugs and Pharmaceuticals LtdEquity3.87 Cr1.20%
Avenue Supermarts LtdEquity3.74 Cr1.16%
Sharda Cropchem LtdEquity3.72 Cr1.15%
Metropolis Healthcare LtdEquity3.64 Cr1.13%
DCB Bank LtdEquity3.5 Cr1.09%
Sun TV Network LtdEquity3.37 Cr1.05%
Bansal Wire Industries LtdEquity3.3 Cr1.03%
Repco Home Finance LtdEquity3.23 Cr1.00%
PNC Infratech LtdEquity3.11 Cr0.96%
Indigo Paints Ltd Ordinary SharesEquity3.06 Cr0.95%
Kross LtdEquity2.95 Cr0.92%
Cash / Net Current AssetCash - Collateral2.84 Cr0.88%
Indus Towers Ltd Ordinary SharesEquity2.75 Cr0.85%
TeamLease Services LtdEquity2.73 Cr0.85%
Arvind Fashions LtdEquity2.67 Cr0.83%
CIE Automotive India LtdEquity2.63 Cr0.82%
VIP Industries LtdEquity2.27 Cr0.71%
Bharat Bijlee LtdEquity2.25 Cr0.70%
ITC Hotels LtdEquity0.37 Cr0.11%

Allocation By Market Cap (Equity)

Large Cap Stocks

52.85%

Mid Cap Stocks

14.48%

Small Cap Stocks

29.82%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services106.61 Cr33.10%
Consumer Defensive41.9 Cr13.01%
Industrials28.64 Cr8.89%
Consumer Cyclical28.63 Cr8.89%
Basic Materials28.06 Cr8.71%
Technology23.25 Cr7.22%
Healthcare21.01 Cr6.52%
Energy19.85 Cr6.16%
Utilities9.23 Cr2.86%
Communication Services6.12 Cr1.90%

Risk & Performance Ratios

Standard Deviation

This fund

13.71%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.44

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

AS

Amey Sathe

Since March 2021

Additional Scheme Detailsas of 28th February 2025

ISIN
INF277K01QW4
Expense Ratio
1.90%
Exit Load
1.00%
Fund Size
₹322 Cr
Age
12 years 2 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Children Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Magnum Children's Benefit Fund Regular Growth

Moderately High risk

1.2%3.0%₹120.19 Cr14.1%
Tata Young Citizens Fund Direct Growth

Very High Risk

1.9%1.0%₹322.14 Cr6.5%
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth

Very High Risk

1.0%0.0%₹955.83 Cr6.9%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Very High Risk

2.2%0.0%₹955.83 Cr5.4%
SBI Magnum Children's Benefit Fund- Investment PLan Direct Growth

Very High Risk

1.0%3.0%₹3014.82 Cr23.6%
SBI Magnum Children's Benefit Fund- Investment PLan Regular Growth

Very High Risk

1.9%3.0%₹3014.82 Cr22.3%
SBI Magnum Children's Benefit Fund Direct Growth

Moderately High risk

0.8%3.0%₹120.19 Cr14.5%
Union Children's Fund Regular Growth

Very High Risk

2.4%0.0%₹56.70 Cr8.4%
Union Children's Fund Direct Growth

Very High Risk

1.1%0.0%₹56.70 Cr10.0%
Baroda BNP Paribas Children's Fund Direct Growth

Very High Risk

0.3%1.0%₹68.78 Cr-

About the AMC

Tata Mutual Fund

Tata Mutual Fund

Total AUM

₹1,87,895 Cr

Address

Mafatlal Centre, 9th Floor, Mumbai, 400 021

Other Funds by Tata Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Tata Silver ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹85.51 Cr31.7%
Tata Gold ETF Fund of Fund Direct Growth

High Risk

0.2%0.0%₹187.47 Cr30.6%
Tata Fixed Maturity Plan Series 56 Scheme G Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Plan Series 56 Scheme H Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Series E Direct Growth

Low to Moderate Risk

-0.0%--
Tata Balanced Advantage Fund Direct Growth

High Risk

0.4%1.0%₹9754.44 Cr6.8%
Tata Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4995.61 Cr7.8%
Tata Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹2556.73 Cr5.1%
Tata Nifty India Digital ETF Fund of Fund Direct Growth

Very High Risk

0.1%1.0%₹97.66 Cr8.0%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹857.82 Cr8.3%
Tata Floating Rate Fund Direct Growth

Moderate Risk

0.3%0.0%₹123.89 Cr8.6%
Tata Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹8274.12 Cr15.1%
Tata Large & Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹7419.57 Cr8.3%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.7%1.0%₹3954.92 Cr9.3%
Tata Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹3733.13 Cr7.5%
Tata Ethical Fund Direct Growth

Very High Risk

0.7%0.0%₹2980.72 Cr4.7%
Tata Gilt Securities Fund Direct Growth

Moderate Risk

0.3%0.0%₹1072.11 Cr9.4%
Tata Equity P/E Fund Direct Growth

Very High Risk

0.8%1.0%₹7468.42 Cr9.2%
Tata Infrastructure Fund Direct Growth

Very High Risk

1.2%0.0%₹1863.78 Cr-3.2%
Tata Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹2391.87 Cr7.9%
Tata Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹26845.19 Cr8.0%
Tata Equity Savings Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹249.88 Cr10.0%
Tata Young Citizens Fund Direct Growth

Very High Risk

1.9%1.0%₹322.14 Cr6.5%
Tata Liquid Fund Direct Growth

Moderate Risk

0.2%0.0%₹30890.09 Cr7.4%
Tata Large Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2267.20 Cr8.8%
Tata Retirement Savings Moderate Fund Direct Growth

Very High Risk

0.7%1.0%₹1908.44 Cr10.7%
Tata Retirement Savings Conservative Fund Direct Growth

Moderately High risk

1.0%1.0%₹168.55 Cr7.8%
Tata Short Term Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹2642.43 Cr8.7%
Tata Retirement Savings Progressive Fund Direct Growth

Very High Risk

0.6%1.0%₹1803.24 Cr9.8%
Tata Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹3019.67 Cr9.0%
Tata India Consumer Fund Direct Growth

Very High Risk

0.8%0.0%₹2113.62 Cr10.7%
Tata Digital India Fund Direct Growth

Very High Risk

0.4%0.0%₹11068.17 Cr9.3%
Tata Banking & Financial Services Fund Direct Growth

Very High Risk

0.6%0.0%₹2284.89 Cr19.0%
Tata Resources & Energy Fund Direct Growth

Very High Risk

0.6%0.0%₹928.70 Cr11.7%
Tata India Pharma & Healthcare Fund Direct Growth

Very High Risk

0.7%0.0%₹1103.99 Cr16.7%
TATA Nifty G-SEC Dec 2029 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹179.81 Cr9.2%
Tata Multi Asset Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹3337.44 Cr9.0%
Tata Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹2733.96 Cr12.1%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹839.00 Cr6.0%
Tata Housing Opportunities Fund Direct Growth

Very High Risk

0.8%1.0%₹475.79 Cr3.3%
Tata Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹12681.66 Cr8.0%
Tata Banking & PSU Debt Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹207.53 Cr7.0%
Tata Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹4087.14 Cr6.7%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹654.04 Cr4.1%
Tata CRISIL IBX Gilt Index-April 2026 Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹956.35 Cr7.6%
Tata Multicap Fund Direct Growth

Very High Risk

0.6%1.0%₹2661.41 Cr3.1%
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Growth

Low to Moderate Risk

-0.0%-154.6%
Tata Medium Term Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-1.0%-187.2%
Tata Corporate Bond Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-0.0%-116.5%
TATA Nifty G-Sec Dec 2026 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹101.56 Cr7.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Tata Young Citizens Fund Direct Growth, as of 27-Mar-2025, is ₹63.19.
The fund has generated 6.52% over the last 1 year and 12.98% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.26% in equities, 1.86% in bonds, and 0.88% in cash and cash equivalents.
The fund managers responsible for Tata Young Citizens Fund Direct Growth are:-
  1. Amey Sathe

Fund Overview

Fund Size

Fund Size

₹322 Cr

Expense Ratio

Expense Ratio

1.90%

ISIN

ISIN

INF277K01QW4

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Tata Young Citizens Fund Direct Growth is a Children mutual fund schemes offered by Tata Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹63.19, Assets Under Management (AUM) of 322.14 Crores, and an expense ratio of 1.9%.
  • Tata Young Citizens Fund Direct Growth has given a CAGR return of 12.55% since inception.
  • The fund's asset allocation comprises around 97.26% in equities, 1.86% in debts, and 0.88% in cash & cash equivalents.
  • You can start investing in Tata Young Citizens Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+6.52%

(Cat Avg.)

3 Years

+12.98%

(Cat Avg.)

5 Years

+24.43%

(Cat Avg.)

10 Years

+11.46%

(Cat Avg.)

Since Inception

+12.55%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity313.32 Cr97.26%
Debt5.98 Cr1.86%
Others2.84 Cr0.88%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity27.72 Cr8.60%
Reliance Industries LtdEquity15.6 Cr4.84%
ICICI Bank LtdEquity15.05 Cr4.67%
Infosys LtdEquity13.5 Cr4.19%
Kotak Mahindra Bank LtdEquity11.42 Cr3.54%
Tata Consultancy Services LtdEquity9.75 Cr3.03%
Larsen & Toubro LtdEquity9.49 Cr2.95%
ITC LtdEquity8.89 Cr2.76%
Hindustan Unilever LtdEquity8.76 Cr2.72%
Axis Bank LtdEquity8.38 Cr2.60%
Shree Cement LtdEquity8.19 Cr2.54%
Titan Co LtdEquity8 Cr2.48%
Dr Reddy's Laboratories LtdEquity7.82 Cr2.43%
Marico LtdEquity7.21 Cr2.24%
ICICI Lombard General Insurance Co LtdEquity6.76 Cr2.10%
Tata Consumer Products LtdEquity6.75 Cr2.09%
AAVAS Financiers LtdEquity6.74 Cr2.09%
United Spirits LtdEquity6.55 Cr2.03%
HDFC Life Insurance Co LtdEquity6.09 Cr1.89%
Brookfield India Real Estate TrustBond - Asset Backed5.98 Cr1.86%
Jupiter Life Line Hospitals LtdEquity5.68 Cr1.76%
Gravita India LtdEquity5.58 Cr1.73%
Godrej Industries LtdEquity5.49 Cr1.70%
Greenply Industries LtdEquity5.45 Cr1.69%
Indraprastha Gas LtdEquity5.31 Cr1.65%
MRF LtdEquity5.27 Cr1.64%
UTI Asset Management Co LtdEquity4.7 Cr1.46%
Can Fin Homes LtdEquity4.62 Cr1.43%
Metro Brands LtdEquity4.47 Cr1.39%
City Union Bank LtdEquity4.43 Cr1.38%
Paradeep Phosphates LtdEquity4.34 Cr1.35%
Castrol India LtdEquity4.25 Cr1.32%
IndusInd Bank LtdEquity3.96 Cr1.23%
CESC LtdEquity3.92 Cr1.22%
Akums Drugs and Pharmaceuticals LtdEquity3.87 Cr1.20%
Avenue Supermarts LtdEquity3.74 Cr1.16%
Sharda Cropchem LtdEquity3.72 Cr1.15%
Metropolis Healthcare LtdEquity3.64 Cr1.13%
DCB Bank LtdEquity3.5 Cr1.09%
Sun TV Network LtdEquity3.37 Cr1.05%
Bansal Wire Industries LtdEquity3.3 Cr1.03%
Repco Home Finance LtdEquity3.23 Cr1.00%
PNC Infratech LtdEquity3.11 Cr0.96%
Indigo Paints Ltd Ordinary SharesEquity3.06 Cr0.95%
Kross LtdEquity2.95 Cr0.92%
Cash / Net Current AssetCash - Collateral2.84 Cr0.88%
Indus Towers Ltd Ordinary SharesEquity2.75 Cr0.85%
TeamLease Services LtdEquity2.73 Cr0.85%
Arvind Fashions LtdEquity2.67 Cr0.83%
CIE Automotive India LtdEquity2.63 Cr0.82%
VIP Industries LtdEquity2.27 Cr0.71%
Bharat Bijlee LtdEquity2.25 Cr0.70%
ITC Hotels LtdEquity0.37 Cr0.11%

Allocation By Market Cap (Equity)

Large Cap Stocks

52.85%

Mid Cap Stocks

14.48%

Small Cap Stocks

29.82%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services106.61 Cr33.10%
Consumer Defensive41.9 Cr13.01%
Industrials28.64 Cr8.89%
Consumer Cyclical28.63 Cr8.89%
Basic Materials28.06 Cr8.71%
Technology23.25 Cr7.22%
Healthcare21.01 Cr6.52%
Energy19.85 Cr6.16%
Utilities9.23 Cr2.86%
Communication Services6.12 Cr1.90%

Risk & Performance Ratios

Standard Deviation

This fund

13.71%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.44

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

AS

Amey Sathe

Since March 2021

Additional Scheme Detailsas of 28th February 2025

ISIN
INF277K01QW4
Expense Ratio
1.90%
Exit Load
1.00%
Fund Size
₹322 Cr
Age
12 years 2 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Children Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Magnum Children's Benefit Fund Regular Growth

Moderately High risk

1.2%3.0%₹120.19 Cr14.1%
Tata Young Citizens Fund Direct Growth

Very High Risk

1.9%1.0%₹322.14 Cr6.5%
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth

Very High Risk

1.0%0.0%₹955.83 Cr6.9%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Very High Risk

2.2%0.0%₹955.83 Cr5.4%
SBI Magnum Children's Benefit Fund- Investment PLan Direct Growth

Very High Risk

1.0%3.0%₹3014.82 Cr23.6%
SBI Magnum Children's Benefit Fund- Investment PLan Regular Growth

Very High Risk

1.9%3.0%₹3014.82 Cr22.3%
SBI Magnum Children's Benefit Fund Direct Growth

Moderately High risk

0.8%3.0%₹120.19 Cr14.5%
Union Children's Fund Regular Growth

Very High Risk

2.4%0.0%₹56.70 Cr8.4%
Union Children's Fund Direct Growth

Very High Risk

1.1%0.0%₹56.70 Cr10.0%
Baroda BNP Paribas Children's Fund Direct Growth

Very High Risk

0.3%1.0%₹68.78 Cr-

About the AMC

Tata Mutual Fund

Tata Mutual Fund

Total AUM

₹1,87,895 Cr

Address

Mafatlal Centre, 9th Floor, Mumbai, 400 021

Other Funds by Tata Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Tata Silver ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹85.51 Cr31.7%
Tata Gold ETF Fund of Fund Direct Growth

High Risk

0.2%0.0%₹187.47 Cr30.6%
Tata Fixed Maturity Plan Series 56 Scheme G Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Plan Series 56 Scheme H Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Series E Direct Growth

Low to Moderate Risk

-0.0%--
Tata Balanced Advantage Fund Direct Growth

High Risk

0.4%1.0%₹9754.44 Cr6.8%
Tata Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4995.61 Cr7.8%
Tata Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹2556.73 Cr5.1%
Tata Nifty India Digital ETF Fund of Fund Direct Growth

Very High Risk

0.1%1.0%₹97.66 Cr8.0%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹857.82 Cr8.3%
Tata Floating Rate Fund Direct Growth

Moderate Risk

0.3%0.0%₹123.89 Cr8.6%
Tata Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹8274.12 Cr15.1%
Tata Large & Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹7419.57 Cr8.3%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.7%1.0%₹3954.92 Cr9.3%
Tata Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹3733.13 Cr7.5%
Tata Ethical Fund Direct Growth

Very High Risk

0.7%0.0%₹2980.72 Cr4.7%
Tata Gilt Securities Fund Direct Growth

Moderate Risk

0.3%0.0%₹1072.11 Cr9.4%
Tata Equity P/E Fund Direct Growth

Very High Risk

0.8%1.0%₹7468.42 Cr9.2%
Tata Infrastructure Fund Direct Growth

Very High Risk

1.2%0.0%₹1863.78 Cr-3.2%
Tata Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹2391.87 Cr7.9%
Tata Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹26845.19 Cr8.0%
Tata Equity Savings Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹249.88 Cr10.0%
Tata Young Citizens Fund Direct Growth

Very High Risk

1.9%1.0%₹322.14 Cr6.5%
Tata Liquid Fund Direct Growth

Moderate Risk

0.2%0.0%₹30890.09 Cr7.4%
Tata Large Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2267.20 Cr8.8%
Tata Retirement Savings Moderate Fund Direct Growth

Very High Risk

0.7%1.0%₹1908.44 Cr10.7%
Tata Retirement Savings Conservative Fund Direct Growth

Moderately High risk

1.0%1.0%₹168.55 Cr7.8%
Tata Short Term Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹2642.43 Cr8.7%
Tata Retirement Savings Progressive Fund Direct Growth

Very High Risk

0.6%1.0%₹1803.24 Cr9.8%
Tata Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹3019.67 Cr9.0%
Tata India Consumer Fund Direct Growth

Very High Risk

0.8%0.0%₹2113.62 Cr10.7%
Tata Digital India Fund Direct Growth

Very High Risk

0.4%0.0%₹11068.17 Cr9.3%
Tata Banking & Financial Services Fund Direct Growth

Very High Risk

0.6%0.0%₹2284.89 Cr19.0%
Tata Resources & Energy Fund Direct Growth

Very High Risk

0.6%0.0%₹928.70 Cr11.7%
Tata India Pharma & Healthcare Fund Direct Growth

Very High Risk

0.7%0.0%₹1103.99 Cr16.7%
TATA Nifty G-SEC Dec 2029 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹179.81 Cr9.2%
Tata Multi Asset Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹3337.44 Cr9.0%
Tata Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹2733.96 Cr12.1%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹839.00 Cr6.0%
Tata Housing Opportunities Fund Direct Growth

Very High Risk

0.8%1.0%₹475.79 Cr3.3%
Tata Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹12681.66 Cr8.0%
Tata Banking & PSU Debt Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹207.53 Cr7.0%
Tata Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹4087.14 Cr6.7%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹654.04 Cr4.1%
Tata CRISIL IBX Gilt Index-April 2026 Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹956.35 Cr7.6%
Tata Multicap Fund Direct Growth

Very High Risk

0.6%1.0%₹2661.41 Cr3.1%
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Growth

Low to Moderate Risk

-0.0%-154.6%
Tata Medium Term Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-1.0%-187.2%
Tata Corporate Bond Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-0.0%-116.5%
TATA Nifty G-Sec Dec 2026 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹101.56 Cr7.9%

Still got questions?
We're here to help.

The NAV of Tata Young Citizens Fund Direct Growth, as of 27-Mar-2025, is ₹63.19.
The fund has generated 6.52% over the last 1 year and 12.98% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.26% in equities, 1.86% in bonds, and 0.88% in cash and cash equivalents.
The fund managers responsible for Tata Young Citizens Fund Direct Growth are:-
  1. Amey Sathe
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