Tata Young Citizens Fund Direct Growth

Scheme code: INF277K01QW4 NAV value: ₹ 65.7404 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Children's Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-2.45	38.62	20.52	22.86
3 year	9.22	33.71	18.93	15.33
5 year	0.64	27.27	13.35	12.18
7 year	3.71	15.36	11.79	11.43
10 year	10.54	14.93	13.21	12.64
12 year	12.29	13.57	12.89	12.82

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	20.52
3 year	6.28	33.32	15.79	18.93
5 year	3.54	26.02	13.5	13.35
7 year	3.33	15.62	11.71	11.79
10 year	3.49	17.22	10.6	13.21
12 year	3.07	16.17	10.84	12.89
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	20.52
3 year	9.08	58.7	29.31	18.93
5 year	3.67	48	18.04	13.35
7 year	3.8	31.03	14.14	11.79
10 year	3.8	28.93	12.39	13.21
12 year	3.63	26.65	12.59	12.89
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	20.52
3 year	7.68	33.37	17.09	18.93
5 year	2.35	27.63	13.51	13.35
7 year	3.76	16.01	12.07	11.79
10 year	3.56	16.94	10.92	13.21
12 year	3.31	16.54	11.01	12.89
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	20.52
3 year	8.04	34.46	18.26	18.93
5 year	3.37	28.64	14.21	13.35
7 year	3.97	16.42	12.41	11.79
10 year	3.53	17.72	11.22	13.21
12 year	3.1	16.97	11.31	12.89
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 20.52% - Median return: 23.43% - Average standard deviation: 4.15

Rolling return for 3 year

- Average return: 18.93% - Median return: 18.4% - Average standard deviation: 1.76

Rolling return for 5 year

- Average return: 13.35% - Median return: 12.69% - Average standard deviation: 0.84

Rolling return for 7 year

- Average return: 11.79% - Median return: 12.12% - Average standard deviation: 0.55

Rolling return for 10 year

- Average return: 13.21% - Median return: 13.43% - Average standard deviation: 0.33

Rolling return for 12 year

- Average return: 12.89% - Median return: 12.87% - Average standard deviation: 0.33

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,78,950	78,950	6.58
3 year	36,00,000	46,53,141	10,53,141	8.93
5 year	60,00,000	88,97,298	28,97,298	8.20
7 year	84,00,000	1,34,98,111	50,98,111	7.01
10 year	1,20,00,000	2,49,91,707	1,29,91,707	7.61
12 year	1,44,00,000	3,32,81,881	1,88,81,881	7.23

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	6.58
3 year	7.3	8.93
5 year	7.48	8.2
7 year	6.39	7.01
10 year	5.95	7.61
12 year	6.11	7.23

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.58
3 year	20.64	8.93
5 year	13	8.2
7 year	9.48	7.01
10 year	7.99	7.61
12 year	8.12	7.23

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.58
3 year	8.22	8.93
5 year	7.77	8.2
7 year	6.6	7.01
10 year	6.23	7.61
12 year	6.37	7.23

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.58
3 year	8.71	8.93
5 year	8.22	8.2
7 year	6.82	7.01
10 year	6.47	7.61
12 year	6.6	7.23

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,950 - Absolute Returns: ₹78,950 - CAGR: 6.58%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,53,141 - Absolute Returns: ₹10,53,141 - CAGR: 8.93%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,97,298 - Absolute Returns: ₹28,97,298 - CAGR: 8.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,34,98,111 - Absolute Returns: ₹50,98,111 - CAGR: 7.01%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,49,91,707 - Absolute Returns: ₹1,29,91,707 - CAGR: 7.61%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,32,81,881 - Absolute Returns: ₹1,88,81,881 - CAGR: 7.23%