NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹61.37
0.27%
NAV as on 29 May 25, 12:00 AM
risk
solution oriented children's fund
equity
NAV as on 29 May 25, 12:00 AM
risk
solution oriented children's fund
equity
9.19%p.a.
Last 1Y
17.44%p.a.
Last 3Y
22.47%p.a.
Last 5Y
0.00%p.a.
Since Inception
About TATA Young Citizen - Plan-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the TATA Young Citizen - Plan-Growth scheme from Tata Asset Management Private Limited. It is a Solution Oriented - Children's Fund mutual fund scheme that predominantly invests in Solution Oriented - Children's Fund stocks of companies. Launched on Oct 1995, TATA Young Citizen - Plan-Growth is Solution Oriented - Children's Fund fund of its category with 361 fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Solution Oriented - Children's Fund funds.
- TATA Young Citizen - Plan-Growth delivered 9.2% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
- TATA Young Citizen - Plan-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
HDFC Bank Ltd
8.60%
Reliance Industries Ltd
4.87%
ICICI Bank Ltd
3.96%
Kotak Mahindra Bank Ltd
3.83%
Infosys Ltd
3.69%
Larsen & Toubro Ltd
3.08%
Tata Consultancy Services Ltd
2.97%
ITC Ltd
2.71%
Shree Cements Ltd
2.69%
Axis Bank Ltd
2.67%
Fund Managers
Key Information
View Scheme Document
TATA Young Citizen - Plan-Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on TATA Young Citizen - Plan-Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in TATA Young Citizen - Plan-Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in TATA Young Citizen - Plan-Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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11.4%
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15.9%
Frequently Asked Questions
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