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Tata Young Citizens Fund

PLAN: Regular OPTIONS: Growth
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20.750 0 (0.01%)

NAV as on 29 Jan, 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 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 29 Jan, 2015)

Period Returns (%) Rank #
1 mth 4.9 18
3 mth 8.8 18
6 mth 16.4 17
1 year 36.4 22
2 year 18.0 21
3 year 17.7 9
5 year 11.9 6

# Moneycontrol Rank within 33 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 4.9 8.8 16.4 36.4 18.0 17.7 11.9
Category avg 5.4 9.4 16.3 43.8 20.2 17.7 7.4
Difference of Fund returns and Category returns -0.5 -0.6 0.1 -7.4 -2.2 0.0 4.5
Best of category 9.5 17.3 26.9 74.6 31.7 27.5 21.0
Worst of category 3.4 5.7 10.6 27.1 12.2 13.5 7.2

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) 202.34 (Dec-31-2014)
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
2,910.87 7.6 11.4 28.8 14.6 11.1
UTI Retirement Benefit Pension Not Ranked
1,325.76 5.9 11.3 29.3 14.7 10.0
HDFC Childrens Gift (Inv) Not Ranked
682.00 9.5 18.2 51.6 26.5 21.0
UTI Wealth Builder Sr-2 RP (G) Not Ranked
487.85 7.9 10.6 35.3 14.5 12.6
ICICI Pru CCP - Gift Plan Not Ranked
289.50 5.7 12.9 64.6 26.6 15.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 7.53 3.72
ICICI Bank Banking/Finance 6.39 3.16
TCS Technology 5.85 2.89
HDFC Banking/Finance 5.58 2.76
WABCO India Automotive 5.04 2.49
HCL Tech Technology 4.69 2.32
Federal Bank Banking/Finance 4.17 2.06
Thomas Cook Miscellaneous 3.93 1.94
Finolex Ind Chemicals 3.84 1.90
Eveready Ind Cons NonDurable 3.78 1.87

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 15.11 15.56 10.13
Technology 7.03 11.99 7.03
Automotive 4.49 6.27 2.91
Cons NonDurable 3.83 4.85 0.95
Manufacturing 3.80 3.80 1.31
Miscellaneous 3.29 3.77 0.15

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 50.17
Others 0.00
Debt 48.17
Mutual Funds N.A
Money Market 0.09
Cash / Call 1.56

View All

Concentration

Holdings (%)
Top 5 15.02
Top 10 25.11
Sector (%)
Top 3 26.63

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