August 23, 2023
mayank
Tata Young Citizens Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV IDCW: Rs 53.0551
Suitable For Which Investors?
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.
Fund’s Investment Strategy:
The Scheme seeks to generate long term capital growth.
Fund Manager:
1) Amey Sathe
Education: Mr. Sathe is MMS & CFA
Experience: Prior to joining TATA Mutual Fund he has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | 5 Years |
| Exit Load | For Redemption or switch out of units before the attainment of retirement age i.e 18 years |
Basic Details of Tata Young Citizens Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.67% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 297 Cr |
| (As on 31-Jul-2023) | |
| Expense | 2.17% |
| (As on 31-Jul-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 11.42% |
Tata Young Citizens Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata Young Citizens Dir | 14.02 | 0.34 | 1.71 | 10.72 | 16.80 | 19.21 | 23.80 | 13.16 | 12.61 | 14.03 |
| S&P BSE 500 TRI | 10.19 | 0.32 | 0.25 | 9.49 | 15.75 | 13.60 | 23.04 | 12.82 | 14.11 | 16.52 |
| Equity: Flexi Cap | 12.60 | 0.35 | 0.73 | 9.91 | 15.98 | 15.97 | 22.12 | 12.97 | 13.90 | 17.58 |
| Rank within category | 21 | 37 | 16 | 26 | 26 | 16 | — | — | — | — |
| Number of funds in category | 68 | 74 | 73 | 71 | 69 | 67 | 49 | 37 | 33 | 27 |
Tata Young Citizens Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata Young Citizens Dir | Unrated | 19.21 | 23.80 | 13.16 | 2.17 | 297 | 12.67 | 1.00 (18) | 10Y 7M | 11.42 |
| Parag Parikh Flexi Cap Dir | 5 star | 18.02 | 23.43 | 18.42 | 0.68 | 39,848 | 19.26 | 2.00 (365) | 10Y 2M | 5.03 |
| HDFC Flexi Cap Dir | 4 star | 22.35 | 30.47 | 15.56 | 0.95 | 38,266 | 15.75 | 1.00 (365) | 10Y 7M | 39.37 |
| Franklin Ind Flexi Cap Dir | 4 star | 19.70 | 27.80 | 14.02 | 0.81 | 11,699 | 16.15 | 1.00 (365) | 10Y 7M | 14.22 |
| Canara Robeco Flexi Cap Dir | 4 star | 12.92 | 20.89 | 14.25 | 0.54 | 10,218 | 14.42 | 1.00 (365) | 10Y 7M | 24.00 |
Portfolio Analysis of Tata Young Citizens Fund
| No. of Stocks | 49 |
| Top 10 Stocks | 40.39% |
| Top 5 Stocks | 26.01% |
| Top 3 Sectors | 53.49% |
| Portfolio P/B Ratio | 3.56 |
| Portfolio P/E Ratio | 25.74 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,22,062 | 1,59,219 |
| Giant (%) | 49.62 | 52.87 |
| Large (%) | 10.19 | 19.27 |
| Mid (%) | 30.07 | 22.17 |
| Small (%) | 10.12 | 6.45 |
| Tiny (%) | — | 0.04 |
Chanakya’s Mutual Fund Guidance For Tata Young Citizens Fund
Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
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