Tata Young Citizens Fund Overview
Category	Children Fund
BMSMONEY Rank	6
BMSMONEY Rating
Gro. Opt.	As On:	17-01-2025
NAV	₹58.65_(R)		-0.24%	₹65.06_(D)	-0.24%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	8.7%	10.46%	17.0%	11.67%	11.14%
LumpSum_(D)	9.26%	11.12%	17.76%	12.49%	12.12%
SIP_(R)	-0.02%	14.72%	17.08%	15.81%	13.29%
SIP_(D)	0.54%	15.36%	17.81%	16.56%	14.1%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.39	0.21	0.52	-0.46%	0.06
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	13.2%	-17.53%	-13.73%	0.92	9.04%

Top Children Fund
Fund Name	Rank	Rating
SBI Magnum Children's Benefit Fund - Investment Plan	1
Hdfc Children'S Gift Fund	2
LIC MF Children’s Fund	3

NAV Date: 17-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
Tata Young Citizens' Fund -Regular Plan-Growth Option	58.65	-0.1400	-0.2400%
Tata Young Citizens' Fund-Direct Plan-Growth Option	65.06	-0.1600	-0.2400%

Review Date: 17-01-2025

Tata Young Citizens Fund has exhibited average performance in the Children's Fund category. The fund has rank of 6 out of ten funds in the category. The fund has delivered return of 8.7% in 1 year, 10.46% in 3 years, 17.0% in 5 years and 11.14% in 10 years. The category average for the same periods is 14.42%, 10.73%, 13.6% and 10.73% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 13.2, VaR of -17.53, Average Drawdown of -5.21, Semi Deviation of 9.04 and Max Drawdown of -13.73. The category average for the same parameters is 10.5, -12.48, -4.71, 7.23 and -10.27 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 ₹10926.0 in 1 year, ₹13719.0 in 3 years and ₹22646.0 in 5 years as of today (17-01-2025).
An SIP of ₹1,000 per month in Tata Young Citizens Fund direct growth option would have grown to ₹12035.0 in 1 year, ₹45236.0 in 3 years and ₹93632.0 in 5 years as of today (17-01-2025).
standard deviation of 13.2 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 0.39 which shows good performance of fund in the children's fund category.
The fund has R-square of 0.92, Beta of 0.92 and Jensen's Alpha of -0.46% 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 %	-5.05	-4.76	-7.00 \| -2.19	7 \| 11	Average
3M Return %	-6.67	-4.55	-8.16 \| -0.21	9 \| 11	Average
6M Return %	-6.63	-2.06	-6.68 \| 4.38	10 \| 11	Poor
1Y Return %	8.70	14.42	8.70 \| 33.13	11 \| 11	Poor
3Y Return %	10.46	10.73	4.50 \| 18.51	6 \| 10	Good
5Y Return %	17.00	13.60	10.22 \| 17.23	2 \| 9	Very Good
7Y Return %	11.67	10.54	7.58 \| 13.09	2 \| 8	Very Good
10Y Return %	11.14	10.73	8.32 \| 12.94	5 \| 7	Average
15Y Return %	7.68	10.34	6.09 \| 15.29	6 \| 7	Average
1Y SIP Return %	-0.02	4.79	-6.15 \| 21.96	10 \| 11	Poor
3Y SIP Return %	14.72	15.45	9.86 \| 26.61	5 \| 10	Good
5Y SIP Return %	17.08	14.74	10.48 \| 18.16	3 \| 9	Very Good
7Y SIP Return %	15.81	13.59	9.69 \| 16.64	2 \| 8	Very Good
10Y SIP Return %	13.29	12.34	8.95 \| 15.05	4 \| 7	Good
15Y SIP Return %	11.73	11.91	8.27 \| 15.16	4 \| 7	Good
Standard Deviation	13.20	10.50	4.35 \| 13.72	9 \| 10	Average
Semi Deviation	9.04	7.23	3.14 \| 9.24	9 \| 10	Average
Max Drawdown %	-13.73	-10.27	-15.88 \| -3.20	8 \| 10	Average
VaR 1 Y %	-17.53	-12.48	-17.53 \| -3.58	10 \| 10	Poor
Average Drawdown %	-5.21	-4.71	-8.13 \| -1.23	7 \| 10	Average
Sharpe Ratio	0.39	0.55	-0.09 \| 1.20	6 \| 10	Good
Sterling Ratio	0.52	0.66	0.23 \| 1.18	7 \| 10	Average
Sortino Ratio	0.21	0.30	-0.01 \| 0.68	6 \| 10	Good
Jensen Alpha %	-0.46	-0.84	-1.21 \| -0.46	1 \| 2	Very Good
Treynor Ratio	0.06	0.06	0.05 \| 0.06	1 \| 2	Very Good
Modigliani Square Measure %	12.83	12.50	12.17 \| 12.83	1 \| 2	Very Good
Alpha %	-0.47	-1.34	-2.20 \| -0.47	1 \| 2	Very Good

_{Return data last Updated On :
Jan. 17, 2025.

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

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-4.99	-4.69	-6.90 \| -2.16	7 \| 11
3M Return %	-6.51	-4.34	-7.92 \| -0.01	9 \| 11
6M Return %	-6.36	-1.62	-6.36 \| 4.56	11 \| 11
1Y Return %	9.26	15.46	9.26 \| 34.68	11 \| 11
3Y Return %	11.12	11.70	5.97 \| 19.98	6 \| 10
5Y Return %	17.76	14.59	10.45 \| 18.23	2 \| 9
7Y Return %	12.49	11.44	7.81 \| 14.08	2 \| 8
10Y Return %	12.12	11.55	8.52 \| 13.92	3 \| 7
1Y SIP Return %	0.54	5.76	-5.83 \| 23.39	10 \| 11
3Y SIP Return %	15.36	16.46	10.09 \| 28.13	6 \| 10
5Y SIP Return %	17.81	15.72	10.72 \| 19.18	3 \| 9
7Y SIP Return %	16.56	14.45	9.92 \| 17.62	2 \| 8
10Y SIP Return %	14.10	13.12	9.17 \| 16.03	4 \| 7
Standard Deviation	13.20	10.50	4.35 \| 13.72	9 \| 10
Semi Deviation	9.04	7.23	3.14 \| 9.24	9 \| 10
Max Drawdown %	-13.73	-10.27	-15.88 \| -3.20	8 \| 10
VaR 1 Y %	-17.53	-12.48	-17.53 \| -3.58	10 \| 10
Average Drawdown %	-5.21	-4.71	-8.13 \| -1.23	7 \| 10
Sharpe Ratio	0.39	0.55	-0.09 \| 1.20	6 \| 10
Sterling Ratio	0.52	0.66	0.23 \| 1.18	7 \| 10
Sortino Ratio	0.21	0.30	-0.01 \| 0.68	6 \| 10
Jensen Alpha %	-0.46	-0.84	-1.21 \| -0.46	1 \| 2
Treynor Ratio	0.06	0.06	0.05 \| 0.06	1 \| 2
Modigliani Square Measure %	12.83	12.50	12.17 \| 12.83	1 \| 2
Alpha %	-0.47	-1.34	-2.20 \| -0.47	1 \| 2

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.24	₹ 9,976.00	-0.24	₹ 9,976.00
1W	-1.07	₹ 9,893.00	-1.06	₹ 9,894.00
1M	-5.05	₹ 9,495.00	-4.99	₹ 9,501.00
3M	-6.67	₹ 9,333.00	-6.51	₹ 9,349.00
6M	-6.63	₹ 9,337.00	-6.36	₹ 9,364.00
1Y	8.70	₹ 10,870.00	9.26	₹ 10,926.00
3Y	10.46	₹ 13,476.00	11.12	₹ 13,719.00
5Y	17.00	₹ 21,921.00	17.76	₹ 22,646.00
7Y	11.67	₹ 21,657.00	12.49	₹ 22,794.00
10Y	11.14	₹ 28,756.00	12.12	₹ 31,401.00
15Y	7.68	₹ 30,344.00		₹

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	-0.02	₹ 11,998.67	0.54	₹ 12,035.06
3Y	₹ 36000	14.72	₹ 44,819.75	15.36	₹ 45,236.12
5Y	₹ 60000	17.08	₹ 91,967.88	17.81	₹ 93,632.34
7Y	₹ 84000	15.81	₹ 147,656.38	16.56	₹ 151,645.62
10Y	₹ 120000	13.29	₹ 240,149.64	14.10	₹ 250,878.24
15Y	₹ 180000	11.73	₹ 465,642.36		₹

Date	Tata Young Citizens Fund NAV Regular Growth	Tata Young Citizens Fund NAV Direct Growth
17-01-2025	58.6465	65.0588
16-01-2025	58.7882	65.2147
15-01-2025	58.5101	64.9051
14-01-2025	58.3622	64.7398
13-01-2025	58.0648	64.4088
10-01-2025	59.2832	65.7567
09-01-2025	59.9521	66.4975
08-01-2025	60.3584	66.947
07-01-2025	60.5809	67.1925
06-01-2025	60.1469	66.7099
03-01-2025	61.3964	68.092
02-01-2025	61.6313	68.3513
01-01-2025	60.7742	67.3994
31-12-2024	60.4838	67.0763
30-12-2024	60.4862	67.0776
27-12-2024	60.6237	67.2265
26-12-2024	60.3152	66.8831
24-12-2024	60.4456	67.0252
23-12-2024	60.4562	67.0358
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

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