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

PLAN: Direct OPTIONS: Growth
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27.896 0.01 (0.02%)

NAV as on 23 Nov, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) 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 23 Nov, 2017)

Period Returns (%) Rank #
1 mth 1.2 30
3 mth 4.7 18
6 mth 9.8 15
1 year 22.3 16
2 year 13.9 14
3 year 11.8 11
5 year - -

# Moneycontrol Rank within 61 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 8.2 3.7 4.3 - -
2016 -1.4 4.6 4.8 -3.5 5.5
2015 7.0 -1.6 1.0 0.1 7.5
2014 3.1 10.2 6.4 6.9 29.9
2013 -2.9 2.6 -2.4 5.5 3.8

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 1.2 4.7 9.8 22.3 13.9 11.8 --
Category avg 1.6 3.9 7.2 15.6 9.5 6.6 8.1
Difference of Fund returns and Category returns -0.4 0.8 2.6 6.7 4.4 5.2 --
Best of category 6.4 11.0 20.9 48.1 25.1 19.9 20.9
Worst of category -0.4 -4.7 -4.1 -10.0 6.1 -1.3 4.6

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 2.75 (Sep-30-2017)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus N.A.
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 3.00%
Load Comments Exit Load 3% if redeemded within 3 years from the date of allotment

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
3,891.30 3.3 7.7 14.3 9.7 11.1
UTI Unit Linked Ins Plan - Direct Not Ranked
34.87 3.4 8.0 15.0 10.4 --
UTI Retirement Benefit Pension Not Ranked
2,360.95 4.2 7.8 15.8 10.2 12.2
UTI Retirement Benefit - Direct Not Ranked
62.43 4.3 8.1 16.5 10.9 --
Axis DEF - DP (G) Not Ranked
11.06 3.2 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 9.98 4.38
Maruti Suzuki Automotive 6.29 2.76
Container Corp Services 5.53 2.43
Finolex Cables Telecom 5.26 2.31
Bajaj Auto Automotive 4.96 2.18
Raymond Manufacturing 4.91 2.16
WABCO India Automotive 4.69 2.06
Future Consumer Banking/Finance 4.59 2.02
Muthoot Finance Banking/Finance 4.54 1.99
ITC Tobacco 4.26 1.87

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Automotive 12.75 0.00 0.00
Banking/Finance 12.67 0.00 0.00
Manufacturing 3.47 0.00 0.00
Retail & Real Estate 2.50 0.00 0.00
Services 2.43 0.00 0.00
Telecom 2.31 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 49.68
Others 0.00
Debt 41.19
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.17

View All

Concentration

Holdings (%)
Top 5 14.06
Top 10 24.16
Sector (%)
Top 3 28.89

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