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Tata Young Citizens Fund - Direct Plan

PLAN: Direct OPTIONS: Growth
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25.403 0.07 (0.28%)

NAV as on 21 Apr, 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 Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 21 Apr, 2017)

Period Returns (%) Rank #
1 mth 3.8 8
3 mth 8.9 17
6 mth 7.2 9
1 year 17.0 15
2 year 8.8 17
3 year 16.2 14
5 year - -

# Moneycontrol Rank within 51 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 3.8 8.9 7.2 17.0 8.8 16.2 --
Category avg 1.9 6.5 3.9 12.3 6.4 10.9 8.6
Difference of Fund returns and Category returns 1.9 2.4 3.3 4.7 2.4 5.3 --
Best of category 6.9 19.2 13.4 33.9 16.7 26.9 19.4
Worst of category 0.4 -4.7 -4.1 -10.0 3.3 6.5 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) 2.31 (Mar-31-2017)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus N.A.
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
3,538.92 4.9 3.2 12.0 12.1 11.0
UTI Retirement Benefit Pension Not Ranked
2,072.68 4.9 4.6 16.0 13.2 11.6
HDFC Childrens Gift (Inv) Not Ranked
1,282.93 9.6 4.8 19.2 17.5 16.9
UTI Wealth Builder - RP (G) Not Ranked
789.09 6.0 3.9 13.4 9.1 8.2
Reliance RF -Wealth Creation (G) Not Ranked
614.03 10.6 5.1 18.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.10 4.16
Yes Bank Banking/Finance 0.08 3.63
ITC Tobacco 0.08 3.39
WABCO India Automotive 0.07 3.12
Finolex Ind Chemicals 0.06 2.65
Finolex Cables Telecom 0.05 2.05
Bajaj Auto Automotive 0.05 1.98
Container Corp Services 0.04 1.89
Raymond Manufacturing 0.04 1.62
Wonderla Miscellaneous 0.04 1.62

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 12.50 20.38 8.02
Automotive 7.84 8.18 4.54
Tobacco 3.39 2.78 1.49
Oil & Gas 3.28 0.00 0.00
Manufacturing 2.99 6.06 4.38
Miscellaneous 2.91 10.32 4.37

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 50.00
Others 0.01
Debt 36.72
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.26

View All

Concentration

Holdings (%)
Top 5 16.95
Top 10 26.11
Sector (%)
Top 3 23.73

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