Tata Young Citizens Fund Direct Growth

Scheme code: INF277K01QW4 NAV value: ₹ 63.9147 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Children's Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 11.21 38.70 28.11 27.95
3 year 11.54 20.90 16.65 15.59
5 year 16.42 23.74 19.61 15.26
7 year 12.70 15.36 13.88 12.41
10 year 12.32 14.93 13.89 12.89

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 28.11
3 year 7.63 16.87 13.32 16.65
5 year 12.6 19.62 15.37 19.61
7 year 10.81 15.2 13.42 13.88
10 year 9.81 13.99 12.12 13.89
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 28.11
3 year 7.94 17.89 14.14 16.65
5 year 13.28 20.23 15.93 19.61
7 year 10.62 15.28 13.42 13.88
10 year 10.08 14.47 12.61 13.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 28.11
3 year 9.26 19.51 15.7 16.65
5 year 14.45 21.69 17.28 19.61
7 year 11.07 15.88 13.98 13.88
10 year 10.64 15.2 13.25 13.89
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 28.11
3 year 9.84 20.48 16.73 16.65
5 year 15.2 22.82 18.38 19.61
7 year 11.31 16.28 14.37 13.88
10 year 11.16 15.89 13.85 13.89
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 28.11
10 year 4.92 20.34 12.6 13.89

Rolling return for 1 year

Average return: 28.11%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.22 11.21 14.22 11.21 1.5 12.72 01-2024 01-2025
19.34 17 23.83 12.75 4 18.23 12-2023 12-2024
24.56 23.57 30.75 17.73 4.62 24.15 11-2023 11-2024
28.83 32.3 38.62 22.96 5.67 30.68 10-2023 10-2024
32.96 32.73 36.28 29.5 2.4 32.87 09-2023 09-2024
30.32 34.2 36.65 27.98 3.36 32.29 08-2023 08-2024
32.57 33.52 38.37 27.92 3.71 33.1 07-2023 07-2024
23.29 30.95 36.2 18.53 6.81 27.24 06-2023 06-2024
27.88 28.37 33.43 23.03 3.68 28.18 05-2023 05-2024
33.23 32.75 37.04 29.06 2.83 33.02 04-2023 04-2024
32.08 33.56 38.7 27.18 4.11 32.88 03-2023 03-2024
32.11 31.73 36.41 27.57 3.13 31.96 02-2023 02-2024

Rolling return for 3 year

Average return: 16.65%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.46 12.43 15.46 12.43 1.52 13.94 01-2022 01-2025
15.49 14.84 16.92 13.44 1.25 15.17 12-2021 12-2024
13.85 13.36 15.7 11.54 1.48 13.61 11-2021 11-2024
14.29 14.86 17.11 12.09 1.79 14.59 10-2021 10-2024
17.17 16.68 18.14 15.72 0.87 16.93 09-2021 09-2024
17.74 17.34 19.62 15.49 1.47 17.55 08-2021 08-2024
18.57 19.46 20.27 17.77 0.94 19.02 07-2021 07-2024
15.51 18.01 19.41 14.15 2.06 16.77 06-2021 06-2024
17.88 16.85 19.56 15.21 1.58 17.38 05-2021 05-2024
18.76 18.39 19.88 17.28 0.93 18.58 04-2021 04-2024
17.6 17.41 19.53 15.51 1.42 17.51 03-2021 03-2024
19.62 17.77 20.9 16.52 1.68 18.7 02-2021 02-2024

Rolling return for 5 year

Average return: 19.61%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.57 18.6 19.57 18.6 0.48 19.08 01-2020 01-2025
19.41 19.86 20.3 18.98 0.49 19.64 12-2019 12-2024
18.92 19.71 20.08 18.56 0.61 19.32 11-2019 11-2024
20.61 20.93 22.39 19.17 1.14 20.78 10-2019 10-2024
23.13 21.54 23.74 20.94 1.14 22.34 09-2019 09-2024
22.02 22.4 23.18 21.24 0.7 22.21 08-2019 08-2024
21.4 20.84 22.44 19.81 0.95 21.12 07-2019 07-2024
17.77 19.49 20.14 17.13 1.23 18.63 06-2019 06-2024
18.35 18.13 19.36 17.14 0.79 18.24 05-2019 05-2024
17.61 17.92 18.27 17.25 0.38 17.76 04-2019 04-2024
17.68 17.57 18.84 16.42 0.86 17.63 03-2019 03-2024
18.57 18.7 19.33 17.94 0.49 18.63 02-2019 02-2024

Rolling return for 7 year

Average return: 13.88%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.18 12.9 13.18 12.9 0.14 13.04 01-2018 01-2025
13.49 13.52 14.1 12.92 0.42 13.51 12-2017 12-2024
13.27 13.69 14.06 12.91 0.43 13.48 11-2017 11-2024
13.73 14.61 14.92 13.42 0.61 14.17 10-2017 10-2024
14.87 14.8 15.28 14.4 0.31 14.84 09-2017 09-2024
14.58 14.92 15.36 14.14 0.45 14.75 08-2017 08-2024
14.58 14.94 15.28 14.24 0.39 14.76 07-2017 07-2024
12.93 14.31 14.55 12.7 0.82 13.62 06-2017 06-2024
13.16 13.53 13.85 12.85 0.38 13.35 05-2017 05-2024
13.44 13.49 13.9 13.03 0.31 13.46 04-2017 04-2024
13.38 13.66 14.18 12.87 0.47 13.52 03-2017 03-2024
13.88 14.18 14.4 13.65 0.29 14.03 02-2017 02-2024

Rolling return for 10 year

Average return: 13.89%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.96 12.32 12.96 12.32 0.32 12.64 01-2015 01-2025
13.02 13.11 13.44 12.69 0.27 13.06 12-2014 12-2024
12.87 13.1 13.42 12.55 0.32 12.98 11-2014 11-2024
13.6 14 14.44 13.17 0.47 13.8 10-2014 10-2024
14.37 14.37 14.65 14.09 0.2 14.37 09-2014 09-2024
14.36 14.46 14.91 13.91 0.36 14.41 08-2014 08-2024
14.44 14.59 14.93 14.1 0.3 14.52 07-2014 07-2024
13.42 14.21 14.55 13.08 0.59 13.82 06-2014 06-2024
14.09 13.93 14.58 13.44 0.41 14.01 05-2014 05-2024
14.24 14.35 14.56 14.03 0.19 14.3 04-2014 04-2024
14.11 14.32 14.67 13.76 0.33 14.22 03-2014 03-2024
14.56 14.65 14.93 14.28 0.23 14.6 02-2014 02-2024