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Home > Products > Balanced Funds > Tata Young Citizens' Fund

Type of Scheme	An open-ended balanced fund.
Launch Date	August 30, 1995
Fund Objective	The investment objective of the scheme will be to provide long-term capital growth along with  steady capital appreciation to its unit holders, while at all times emphasising the importance of  capital preservation.
Fund Investment Strategy	Around 50% of the funds available will be invested in equity capital, preference capital, non  voting capital, warrants, debt securities convertible into or carrying the right to acquire equity  capital by both established as well as emerging growth companies. The balance will be  invested in debt securities.
Asset Allocation	Instrument Proportion** % of funds available Risk Profile Minimum Upto Likely Around Maximum Upto Equity & Equity Related (Listed / Unlisted) - 50  50   High Debt & Debt Related (Listed/ Securitised) - 45 50  Low to Medium Money Market - 5  100*   Low to Medium  /Sovereign Total   100       ** At the time of investment  Investment in derivatives/ futures/options may be done for hedging and portfolio balancing. *  Investment by the scheme in securitised debt, will not normally exceed 50% of the debt  investments in the scheme.
Liquidity	NAV calculation on all business days
Options Available	Growth Option a. Anytime Exit Option: Under this option parent/guardian will be allowed to redeem/switch the investments before the child attains 18 years of age. b. Lock-in Option: Under this option investment will be locked in till the child attains 18 years of age. No repurchase/switch will be allowed before the child attains 18 years of age.
Load Structure	Entry Load 2.50% Exit Load  If Child attains majority after 7 years from the date of allotment:-    Less than 3 years - 3%    Between 3 & 7 years - 2%    More than 7 years - 1%    No load after the child attains majority    If Child attains majority before 7 years from the date of allotment:-    Less than 3 years - 3%    Between 3 & 7 years - 2%    More than 7 years - NIL
Minimum Application Amount	Rs.500/- & in multiples of Rs.500/- thereafter.

 

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