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Tata Young Citizens Fund

PLAN: Regular OPTIONS: Growth
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19.733 0.08 (0.39%)

NAV as on 22 Dec, 2014

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

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Benchmark Index:
 
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Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.1 13
3 mth 5.9 15
6 mth 14.4 20
1 year 28.5 24
2 year 15.8 21
3 year 17.7 9
5 year 10.7 5

# Moneycontrol Rank within 35 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 - -
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
2009 - 23.9 9.5 -0.2 44.0

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 0.1 5.9 14.4 28.5 15.8 17.7 10.7
Category avg -0.2 4.9 13.7 34.4 16.8 9.7 3.4
Difference of Fund returns and Category returns 0.3 1.0 0.7 -5.9 -1.0 8.0 7.3
Best of category 1.6 8.2 24.5 55.9 26.9 30.6 20.0
Worst of category -2.2 -1.9 5.0 17.9 8.3 13.4 6.3

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) 193.31 (Sep-30-2014)
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
2,812.20 3.0 8.1 21.5 14.4 10.3
UTI Unit Linked Ins Plan - Direct Not Ranked
5.26 3.1 8.3 22.1 -- --
UTI Retirement Benefit - Direct Not Ranked
16.53 2.6 8.9 23.6 -- --
UTI Retirement Benefit Pension Not Ranked
1,241.29 2.4 8.7 23.0 15.1 9.4
HDFC Childrens Gift - Direct (Inv) Not Ranked
14.43 5.5 15.9 42.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 7.74 3.72
HDFC Bank Banking/Finance 7.74 3.72
ICICI Bank Banking/Finance 6.49 3.12
ICICI Bank Banking/Finance 6.49 3.12
TCS Technology 6.19 2.98
TCS Technology 6.19 2.98
Eveready Ind Cons NonDurable 5.99 2.88
Eveready Ind Cons NonDurable 5.99 2.88
HDFC Banking/Finance 5.84 2.80
HDFC Banking/Finance 5.84 2.80

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.00 15.56 10.13
Technology 15.48 11.99 7.36
Automotive 12.18 6.27 2.91
Cons NonDurable 9.70 4.85 0.93
Miscellaneous 6.70 3.77 0.15
Engineering 5.42 3.59 1.86

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 50.25
Others 0.00
Debt 44.25
Mutual Funds N.A
Money Market 0.57
Cash / Call 4.96

View All

Concentration

Holdings (%)
Top 5 16.66
Top 10 31.00
Sector (%)
Top 3 57.66

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