Tata Young Citizens Fund Direct Growth

Scheme code: INF277K01QW4 NAV value: ₹ 63.8438 NAV date: 15 April, 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	17.43	20.52
3 year	6.28	33.32	15.57	18.93
5 year	0.74	26.02	12.91	13.35
7 year	3.33	15.62	11.64	11.79
10 year	3.49	17.22	10.65	13.21
12 year	3.07	16.17	10.8	12.89
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	20.52
3 year	6.56	32.12	15.66	18.93
5 year	1	26.2	12.75	13.35
7 year	3.8	15.42	11.84	11.79
10 year	3.8	18	11.09	13.21
12 year	3.63	16.86	11.19	12.89
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	20.52
3 year	7.68	33.37	17	18.93
5 year	0.71	27.63	13.15	13.35
7 year	3.76	16.01	12.04	11.79
10 year	3.56	16.94	10.94	13.21
12 year	3.31	16.54	10.99	12.89
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	20.52
3 year	8.04	34.46	17.98	18.93
5 year	0.69	28.64	13.53	13.35
7 year	3.97	16.42	12.35	11.79
10 year	3.53	17.72	11.24	13.21
12 year	3.1	16.97	11.25	12.89
15 year	6.68	16.96	11.2

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	5.83	6.58
3 year	7.35	8.93
5 year	7.28	8.2
7 year	6.36	7.01
10 year	5.93	7.61
12 year	6.09	7.23

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.58
3 year	7.51	8.93
5 year	7.25	8.2
7 year	6.38	7.01
10 year	6.15	7.61
12 year	6.3	7.23

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.58
3 year	8.25	8.93
5 year	7.64	8.2
7 year	6.58	7.01
10 year	6.21	7.61
12 year	6.36	7.23

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.58
3 year	8.74	8.93
5 year	7.97	8.2
7 year	6.78	7.01
10 year	6.43	7.61
12 year	6.57	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%