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

PLAN: Direct OPTIONS: Growth
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27.737 0.03 (0.10%)

NAV as on 20 Sep, 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 Jun 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 20 Sep, 2017)

Period Returns (%) Rank #
1 mth 4.0 11
3 mth 6.1 11
6 mth 13.2 11
1 year 18.7 13
2 year 13.7 14
3 year 13.5 9
5 year - -

# Moneycontrol Rank within 59 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 8.2 3.7 - - -
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 4.0 6.1 13.2 18.7 13.7 13.5 --
Category avg 2.5 3.6 7.1 10.6 8.8 7.2 8.1
Difference of Fund returns and Category returns 1.5 2.5 6.1 8.1 4.9 6.3 --
Best of category 7.5 11.0 22.7 32.8 25.3 21.0 20.7
Worst of category 0.1 -4.7 -4.1 -10.0 5.2 -0.8 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) 2.52 (Jun-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
3,736.19 4.1 8.0 11.5 10.5 11.8
UTI Unit Linked Ins Plan - Direct Not Ranked
30.40 4.3 8.3 12.2 11.1 --
UTI Retirement Benefit Pension Not Ranked
2,235.52 3.2 8.0 13.1 10.7 12.4
UTI Retirement Benefit - Direct Not Ranked
57.83 3.3 8.3 13.8 11.4 --
HDFC Childrens Gift (Inv) Not Ranked
1,461.70 3.3 12.3 16.9 12.3 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 12.38 5.52
ITC Tobacco 7.34 3.27
WABCO India Automotive 6.27 2.79
Maruti Suzuki Automotive 5.89 2.63
Future Retail Retail & Real Estate 5.34 2.38
Container Corp Services 5.27 2.35
Finolex Cables Telecom 4.60 2.05
Muthoot Finance Banking/Finance 4.37 1.95
Ceat Automotive 4.26 1.90
Bajaj Auto Automotive 4.27 1.90

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Automotive 13.60 0.00 0.00
Banking/Finance 12.56 0.00 0.00
Manufacturing 3.27 0.00 0.00
Tobacco 3.27 0.00 0.00
Retail & Real Estate 3.05 0.00 0.00
Services 2.35 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 51.29
Others 0.00
Debt 42.21
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.48

View All

Concentration

Holdings (%)
Top 5 16.59
Top 10 26.74
Sector (%)
Top 3 29.43

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