Advertisement

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

NAV / 1-Day Return
Total Assets
3.2 Bil
Inception Date
Sep 25, 2009
Expense Ratio
2.570%
Fee Level
Load
Deferred
Category
India Fund Children
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00%
Turnover
11%

Morningstar’s Analysis

Growth of 10,000


Returns



Asset Allocation

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
51 0
Bond Holding
1 0
Other Holding
1 0
Total Holding
53 0
Equity Holdings
51
Bond Holdings
1
Other Holdings
1
Total Holdings
53
% Assets in Top 10 Holdings
40
Reported Turnover %
11.31
As of 03 / 31 / 24
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
8.60 Jul 31, 2011 277,184,000
INR Indian Rupee
28.11 Financial Services
4.84 Aug 31, 2019 156,013,000
INR Indian Rupee
-11.34 Energy
4.67 Dec 31, 2018 150,513,000
INR Indian Rupee
24.19 18.62 Financial Services
4.19 Apr 30, 2020 135,016,000
INR Indian Rupee
10.44 21.69 Narrow Technology
3.54 May 31, 2018 114,177,000
INR Indian Rupee
22.42 Financial Services
3.03 Apr 30, 2020 97,531,000
INR Indian Rupee
-3.04 22.68 Wide Technology
2.95 Oct 31, 2020 94,916,000
INR Indian Rupee
-5.38 Industrials
2.76 Apr 30, 2012 88,875,000
INR Indian Rupee
7.63 Consumer Defensive
2.72 Nov 30, 2017 87,610,000
INR Indian Rupee
2.51 44.05 Consumer Defensive
2.60 Sep 30, 2019 83,783,000
INR Indian Rupee
5.37 Financial Services
Holdings as of Feb 28, 2025 | The top 53 largest holdings are available for display across Equity, Bond and Other.


© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top