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Tata Young Citizens Fund

PLAN: Regular OPTIONS: Growth
More Plan & Options
21.067 0.05 (0.22%)

NAV as on 03 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 1.9 29
3 mth -1.4 19
6 mth 5.8 4
1 year 18.4 10
2 year 18.8 21
3 year 15.4 9
5 year 11.7 4

# Moneycontrol Rank within 35 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.6 - - - -
2014 2.9 10.0 6.1 6.5 -
2013 -2.4 2.4 -2.5 5.3 3.7
2012 11.5 1.4 5.2 1.8 23.3
2011 -3.7 1.6 -4.8 -1.8 -8.7
2010 -0.2 0.5 6.3 1.6 9.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.9 -1.4 5.8 18.4 18.8 15.4 11.7
Category avg 2.6 -1.1 3.0 13.8 20.7 14.4 6.1
Difference of Fund returns and Category returns -0.7 -0.3 2.8 4.6 -1.9 1.0 5.6
Best of category 5.3 1.3 9.3 31.1 35.9 24.4 18.0
Worst of category 1.7 -4.0 -2.1 4.3 13.6 9.5 6.6

Investment Info

Investment 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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Oct 14, 1995
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 213.18 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus 1 : 5 (Nov-14-2011)
Fund Manager S. Raghupathi Acharya / Rupesh Patel
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit Load 3% if redeemded within < 3 years; 2% > 3 Years but < 7 years: 1% > 7 Years.

Contact Details

Regd. Office Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No. 022 66315191/92/93
Fax No. 022 66315194
Email kiran@tataamc.com
Website http://www.tatamutualfund.com

Peer Comparison

Equity Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Unit Linked Insurance Plan Not Ranked
3,057.19 -0.8 3.8 11.5 12.8 9.7
UTI Unit Linked Ins Plan - Direct Not Ranked
8.46 -0.7 4.1 12.0 -- --
UTI Retirement Benefit Pension Not Ranked
1,413.59 -0.5 2.4 10.6 12.8 8.9
UTI Retirement Benefit - Direct Not Ranked
23.24 -0.4 2.7 11.1 -- --
HDFC Childrens Gift (Inv) Not Ranked
757.65 -0.8 2.7 16.2 22.7 18.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
WABCO India Automotive 6.57 3.05
Thomas Cook Miscellaneous 6.26 2.90
HDFC Bank Banking/Finance 5.62 2.61
TCS Technology 5.48 2.54
HCL Tech Technology 5.46 2.54
Britannia Food & Beverage 5.35 2.48
Glenmark Pharmaceuticals 4.39 2.04
ICICI Bank Banking/Finance 4.12 1.91
Kaveri Seed Miscellaneous 3.91 1.81
Infosys Technology 3.86 1.79

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 9.78 15.34 9.78
Miscellaneous 7.25 7.25 3.29
Technology 6.87 8.63 6.43
Pharmaceuticals 4.66 4.68 1.68
Automotive 3.63 6.27 3.31
Food & Beverage 3.20 3.20 1.25

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 48.85
Others 1.50
Debt 44.98
Mutual Funds N.A
Money Market 0.09
Cash / Call 4.58

View All

Concentration

Holdings (%)
Top 5 13.64
Top 10 23.67
Sector (%)
Top 3 23.90

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