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Tata Young Citizens Fund (After 7 years) - Regular Plan

PLAN: Regular OPTIONS: Growth
More Plan & Options
26.110 0.11 (0.43%)

NAV as on 15 Jun, 2018

CRISIL MF RANK

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MODERATE

MODERATE

  • Principal at moderate risk.
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Equity Oriented Hybrid Speciality Funds category by Crisil (for quarter ended Mar 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 15 Jun, 2018)

Period Returns (%) Rank #
1 mth -1.5 55
3 mth -0.5 54
6 mth -1.9 54
1 year 5.1 37
2 year 10.9 20
3 year 8.4 23
5 year 11.8 21

# Moneycontrol Rank within 62 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.8 - - - -
2017 7.9 3.4 4.0 4.4 22.8
2016 -1.7 4.3 4.5 -3.8 4.2
2015 6.6 -1.9 0.7 -0.2 6.0
2014 2.9 10.0 6.1 6.5 28.7
2013 -2.4 2.4 -2.5 5.3 3.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 -1.5 -0.5 -1.9 5.1 10.9 8.4 11.8
Category avg 0.2 2.1 2.1 6.3 8.2 6.5 7.8
Difference of Fund returns and Category returns -1.7 -2.6 -4.0 -1.2 2.7 1.9 4.0
Best of category 2.5 9.2 9.5 19.6 25.1 19.5 22.6
Worst of category -1.8 -1.3 -5.9 -3.7 3.6 5.2 9.3
Tata Young Citizens Fund (After 7 years) - Regular Plan Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 203.69 (Dec-31-2016)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus 1 : 5 ()
Fund Manager Sonam Udasi / Akhil Mittal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redemmed before child attains 18 years of age

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 service@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
4,075.13 3.1 3.5 9.3 10.1 11.2
UTI Unit Linked Ins Plan - Direct Not Ranked
43.17 3.3 3.8 9.9 10.8 11.8
Axis DEF - DP (G) Not Ranked
23.78 3.8 4.5 -- -- --
Axis DEF - RP (G) Not Ranked
2,252.80 3.5 3.6 -- -- --
UTI Retirement Benefit Pension - R Not Ranked
2,532.38 -0.2 0.0 5.6 10.1 11.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 10.99 5.09
Kotak Mahindra Banking/Finance 7.96 3.68
HDFC Bank Banking/Finance 7.75 3.59
Future Retail Retail & Real Estate 7.66 3.55
Reliance Oil & Gas 7.05 3.26
Maruti Suzuki Automotive 6.91 3.20
Finolex Cables Telecom 5.84 2.71
Max Financial Manufacturing 5.52 2.56
Raymond Manufacturing 5.41 2.50
Container Corp Services 4.48 2.07

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 16.88 11.00 11.00
Automotive 11.00 11.39 11.39
Oil & Gas 6.07 2.30 2.30
Cons NonDurable 5.06 2.45 2.45
Manufacturing 5.06 3.74 3.74
Miscellaneous 4.62 2.12 2.12

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 73.44
Others 0.00
Debt 22.39
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.15

View All

Concentration

Holdings (%)
Top 5 19.17
Top 10 32.21
Sector (%)
Top 3 33.95

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