Tata Young Citizens Fund Overview
Category	Children Fund
BMSMONEY Rank	5
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹60.3_(R)		-1.6%	₹66.86_(D)	-1.6%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	15.73%	14.8%	18.26%	12.22%	11.82%
LumpSum_(D)	16.3%	15.49%	19.03%	13.05%	12.81%
SIP_(R)	-38.48%	12.69%	17.54%	16.29%	13.92%
SIP_(D)	-38.12%	13.36%	18.29%	17.05%	14.75%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.54	0.28	0.63	0.05%	0.08
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	13.03%	-17.53%	-12.72%	0.92	9.05%

Top Children Fund
Fund Name	Rank	Rating
SBI Magnum Children's Benefit Fund - Investment Plan	1
Hdfc Children'S Gift Fund	2
Icici Prudential Child Care Fund (Gift Plan)	3

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Tata Young Citizens' Fund -Regular Plan-Growth Option	60.3	-0.9800	-1.6000%
Tata Young Citizens' Fund-Direct Plan-Growth Option	66.86	-1.0800	-1.6000%

Review Date: 20-12-2024

Tata Young Citizens Fund has shown average performance in the Children's Fund category. The fund has rank of 5 out of ten funds in the category. The fund has delivered return of 15.73% in 1 year, 14.8% in 3 years, 18.26% in 5 years and 11.82% in 10 years. The category average for the same periods is 20.03%, 14.36%, 14.54% and 11.31% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 13.03, VaR of -17.53, Average Drawdown of -4.84, Semi Deviation of 9.05 and Max Drawdown of -12.72. The category average for the same parameters is 10.39, -12.48, -4.32, 7.2 and -9.59 respectively. The fund has average risk in the category.

Key Points:

An investment of ₹10,000 in Tata Young Citizens Fund direct growth option would have grown to ₹11630.0 in 1 year, ₹15402.0 in 3 years and ₹23899.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Tata Young Citizens Fund direct growth option would have grown to ₹9343.0 in 1 year, ₹43944.0 in 3 years and ₹94707.0 in 5 years as of today (20-12-2024).
standard deviation of 13.03 and based on VaR one can expect to lose more than -17.53% of current value of fund in one year.
Sharpe ratio of the fund is 0.54 which shows good performance of fund in the children's fund category.
The fund has R-square of 0.89, Beta of 0.92 and Jensen's Alpha of 0.05% which exhibit very good performance in the children's fund category .

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	1.94	3.10	1.32 \| 8.11	8 \| 11	Average
3M Return %	-7.66	-4.05	-8.60 \| 1.39	10 \| 11	Poor
6M Return %	1.34	4.18	-0.22 \| 13.33	8 \| 11	Average
1Y Return %	15.73	20.03	12.16 \| 40.82	9 \| 10	Average
3Y Return %	14.80	14.36	7.59 \| 24.90	4 \| 10	Good
5Y Return %	18.26	14.54	10.72 \| 18.37	2 \| 9	Very Good
7Y Return %	12.22	11.14	7.96 \| 13.96	3 \| 8	Good
10Y Return %	11.82	11.31	8.81 \| 13.67	4 \| 7	Good
15Y Return %	8.08	10.87	6.46 \| 15.87	6 \| 7	Average
1Y SIP Return %	-38.48	-33.93	-38.48 \| -19.39	10 \| 10	Poor
3Y SIP Return %	12.69	13.23	6.00 \| 26.35	5 \| 10	Good
5Y SIP Return %	17.54	14.77	9.71 \| 18.60	3 \| 9	Very Good
7Y SIP Return %	16.29	13.93	9.46 \| 17.16	2 \| 8	Very Good
10Y SIP Return %	13.92	12.84	9.00 \| 15.55	4 \| 7	Good
15Y SIP Return %	12.10	12.28	8.35 \| 15.57	5 \| 7	Average
Standard Deviation	13.03	10.39	4.32 \| 13.57	9 \| 10	Average
Semi Deviation	9.05	7.20	3.12 \| 9.25	9 \| 10	Average
Max Drawdown %	-12.72	-9.59	-14.81 \| -2.90	8 \| 10	Average
VaR 1 Y %	-17.53	-12.48	-17.53 \| -3.65	10 \| 10	Poor
Average Drawdown %	-4.84	-4.32	-6.81 \| -1.16	5 \| 10	Good
Sharpe Ratio	0.54	0.63	0.03 \| 1.10	5 \| 10	Good
Sterling Ratio	0.63	0.72	0.29 \| 1.08	6 \| 10	Good
Sortino Ratio	0.28	0.34	0.03 \| 0.62	5 \| 10	Good
Jensen Alpha %	0.05	-0.97	-1.99 \| 0.05	1 \| 2	Very Good
Treynor Ratio	0.08	0.07	0.06 \| 0.08	1 \| 2	Very Good
Modigliani Square Measure %	14.78	13.83	12.87 \| 14.78	1 \| 2	Very Good
Alpha %	-1.21	-2.23	-3.26 \| -1.21	1 \| 2	Very Good

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	1.99	3.18	1.34 \| 8.21	8 \| 11
3M Return %	-7.51	-3.83	-8.36 \| 1.48	10 \| 11
6M Return %	1.61	4.65	0.14 \| 13.97	9 \| 11
1Y Return %	16.30	21.07	12.39 \| 42.47	9 \| 10
3Y Return %	15.49	15.37	9.10 \| 26.47	4 \| 10
5Y Return %	19.03	15.54	10.96 \| 19.37	2 \| 9
7Y Return %	13.05	12.04	8.18 \| 14.96	3 \| 8
10Y Return %	12.81	12.13	9.01 \| 14.66	3 \| 7
1Y SIP Return %	-38.12	-33.30	-38.12 \| -18.37	10 \| 10
3Y SIP Return %	13.36	14.28	6.24 \| 27.94	6 \| 10
5Y SIP Return %	18.29	15.78	9.95 \| 19.65	3 \| 9
7Y SIP Return %	17.05	14.81	9.70 \| 18.16	2 \| 8
10Y SIP Return %	14.75	13.63	9.22 \| 16.53	4 \| 7
Standard Deviation	13.03	10.39	4.32 \| 13.57	9 \| 10
Semi Deviation	9.05	7.20	3.12 \| 9.25	9 \| 10
Max Drawdown %	-12.72	-9.59	-14.81 \| -2.90	8 \| 10
VaR 1 Y %	-17.53	-12.48	-17.53 \| -3.65	10 \| 10
Average Drawdown %	-4.84	-4.32	-6.81 \| -1.16	5 \| 10
Sharpe Ratio	0.54	0.63	0.03 \| 1.10	5 \| 10
Sterling Ratio	0.63	0.72	0.29 \| 1.08	6 \| 10
Sortino Ratio	0.28	0.34	0.03 \| 0.62	5 \| 10
Jensen Alpha %	0.05	-0.97	-1.99 \| 0.05	1 \| 2
Treynor Ratio	0.08	0.07	0.06 \| 0.08	1 \| 2
Modigliani Square Measure %	14.78	13.83	12.87 \| 14.78	1 \| 2
Alpha %	-1.21	-2.23	-3.26 \| -1.21	1 \| 2

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-1.60	₹ 9,840.00	-1.60	₹ 9,840.00
1W	-3.16	₹ 9,684.00	-3.15	₹ 9,685.00
1M	1.94	₹ 10,194.00	1.99	₹ 10,199.00
3M	-7.66	₹ 9,234.00	-7.51	₹ 9,249.00
6M	1.34	₹ 10,134.00	1.61	₹ 10,161.00
1Y	15.73	₹ 11,573.00	16.30	₹ 11,630.00
3Y	14.80	₹ 15,130.00	15.49	₹ 15,402.00
5Y	18.26	₹ 23,135.00	19.03	₹ 23,899.00
7Y	12.22	₹ 22,418.00	13.05	₹ 23,602.00
10Y	11.82	₹ 30,560.00	12.81	₹ 33,392.00
15Y	8.08	₹ 32,096.00		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-38.48	₹ 9,315.88	-38.12	₹ 9,343.24
3Y	₹ 36000	12.69	₹ 43,522.74	13.36	₹ 43,944.44
5Y	₹ 60000	17.54	₹ 92,977.68	18.29	₹ 94,706.52
7Y	₹ 84000	16.29	₹ 150,205.19	17.05	₹ 154,334.71
10Y	₹ 120000	13.92	₹ 248,393.40	14.75	₹ 259,681.56
15Y	₹ 180000	12.10	₹ 480,197.70		₹

Date	Tata Young Citizens Fund NAV Regular Growth	Tata Young Citizens Fund NAV Direct Growth
20-12-2024	60.3038	66.8632
19-12-2024	61.2832	67.9479
18-12-2024	61.5113	68.1995
17-12-2024	61.7647	68.4792
16-12-2024	62.3731	69.1524
13-12-2024	62.2705	69.0349
12-12-2024	62.1305	68.8785
11-12-2024	62.5592	69.3525
10-12-2024	62.5029	69.2889
09-12-2024	62.4927	69.2762
06-12-2024	62.5901	69.3804
05-12-2024	62.5489	69.3334
04-12-2024	62.0696	68.8009
03-12-2024	61.9504	68.6675
02-12-2024	61.443	68.1039
29-11-2024	61.2588	67.896
28-11-2024	60.8595	67.4521
27-11-2024	61.3119	67.9524
26-11-2024	61.0872	67.7021
25-11-2024	60.8032	67.3861
22-11-2024	60.0998	66.6029
21-11-2024	59.157	65.5569

Fund Launch Date: 14/Oct/1995
Fund Category: Children Fund
Investment Objective: The investment objective of the Scheme is to generate long term capital growth. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.
Fund Description: A) One of Ideal investment avenue for saving your Child's future b) Get the benefit of balanced investments in both Debt and Equity c) Debt brings in the benefit of regular income d) Equity for long term wealth creation e) Compulsory Lock-in Option 5 years or till the child attains age of majority(whichever is earlier)
Fund Benchmark: S&P BSE 200 Total Return Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Tata Young Citizens Fund

Tata Young Citizens Fund NAV

Tata Young Citizens Fund Review

Tata Young Citizens Fund Performance Comparison with Peers (Regular Plan Chart)

Tata Young Citizens Fund Review Dashboard (Regular Plan)

Tata Young Citizens Fund Review Dashboard (Direct Plan)

Tata Young Citizens Fund Lumpsum Returns and Investment Value

Tata Young Citizens Fund SIP Return and Investment Value

Tata Young Citizens Fund NAV History

Tata Young Citizens Fund Information