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Tata Young Citizens Fund - Direct Plan

PLAN: Direct OPTIONS: Growth
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23.513 0.13 (0.56%)

NAV as on 30 Sep, 2016

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 Jun 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 30 Sep, 2016)

Period Returns (%) Rank #
1 mth 0.9 9
3 mth 5.3 16
6 mth 10.6 21
1 year 8.5 27
2 year 11.7 11
3 year 17.0 20
5 year - -

# Moneycontrol Rank within 43 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -1.4 - - - -
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 0.9 5.3 10.6 8.5 11.7 17.0 --
Category avg 0.4 5.0 11.5 9.6 9.1 15.5 9.5
Difference of Fund returns and Category returns 0.5 0.3 -0.9 -1.1 2.6 1.5 --
Best of category 2.6 12.1 22.9 18.7 16.9 28.5 19.4
Worst of category -0.7 -4.7 -4.1 -10.0 3.9 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) 1.82 (Jun-30-2016)
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
3,227.36 4.2 9.6 10.0 14.2 11.4
UTI Unit Linked Ins Plan - Direct Not Ranked
17.13 4.4 9.9 10.6 14.8 --
UTI Retirement Benefit - Direct Not Ranked
39.37 5.2 11.9 11.9 15.5 --
UTI Retirement Benefit Pension Not Ranked
1,710.66 5.0 11.5 11.2 14.9 11.3
HDFC Childrens Gift - Direct (Inv) Not Ranked
44.74 7.1 15.6 15.1 24.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 8.02 3.80
WABCO India Automotive 7.16 3.40
Finolex Cables Telecom 5.99 2.84
Finolex Ind Chemicals 5.82 2.76
Yes Bank Banking/Finance 4.91 2.33
Container Corp Services 4.46 2.12
HCL Tech Technology 4.21 1.99
Astral Poly Tec Manufacturing 4.16 1.97
Kajaria Ceramic Cement 3.77 1.79
Wonderla Miscellaneous 3.65 1.73

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 10.35 20.38 7.86
Manufacturing 5.68 6.06 2.50
Chemicals 4.25 9.34 3.95
Automotive 3.95 8.18 3.84
Miscellaneous 3.76 10.32 4.37
Pharmaceuticals 2.98 5.35 2.23

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 50.37
Others 0.00
Debt 47.73
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.89

View All

Concentration

Holdings (%)
Top 5 15.13
Top 10 24.73
Sector (%)
Top 3 20.28

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