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Tata Young Citizens Fund - Regular Plan

PLAN: Regular OPTIONS: Growth
More Plan & Options
24.759 0.09 (0.35%)

NAV as on 23 Jun, 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 Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 Jun, 2017)

Period Returns (%) Rank #
1 mth 2.0 34
3 mth 5.7 15
6 mth 14.4 20
1 year 16.1 16
2 year 8.6 24
3 year 12.8 14
5 year 12.8 10

# Moneycontrol Rank within 57 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.9 - - - -
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
2012 11.5 1.4 5.2 1.8 23.3

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 2.0 5.7 14.4 16.1 8.6 12.8 12.8
Category avg 1.8 4.5 11.8 11.8 7.0 8.5 8.6
Difference of Fund returns and Category returns 0.2 1.2 2.6 4.3 1.6 4.3 4.2
Best of category 4.9 13.0 31.3 30.5 18.0 21.9 20.7
Worst of category 0.4 -4.7 -4.1 -10.0 3.5 -0.3 4.6

Investment Info

Investment Objective

The investment objective of the scheme will be to provide long-term capital growth along with steady capital appreciation to its unit holders while at all times emphasising the importance of capital preservation.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Oct 14, 1995
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 203.69 (Dec-31-2016)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus 1 : 5 (Nov-14-2011)
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 Ins Plan - Direct Not Ranked
25.04 3.4 10.8 12.6 11.2 --
UTI Unit Linked Insurance Plan Not Ranked
3,538.92 3.3 10.5 11.9 10.6 11.6
UTI Retirement Benefit Pension Not Ranked
2,072.68 4.2 10.6 15.9 11.5 12.5
UTI Retirement Benefit - Direct Not Ranked
51.61 4.3 10.9 16.6 12.2 --
HDFC Childrens Gift - Direct (Inv) Not Ranked
67.83 8.7 19.7 23.3 15.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 10.09 4.61
ITC Tobacco 8.11 3.71
WABCO India Automotive 6.69 3.06
Maruti Suzuki Automotive 5.52 2.52
Finolex Ind Chemicals 4.75 2.17
Container Corp Services 4.65 2.13
Bajaj Auto Automotive 4.32 1.98
Finolex Cables Telecom 4.31 1.97
Raymond Manufacturing 3.82 1.75
Muthoot Finance Banking/Finance 3.80 1.74

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Automotive 11.48 0.00 0.00
Banking/Finance 10.84 0.00 0.00
Tobacco 3.71 0.00 0.00
Manufacturing 3.11 0.00 0.00
Miscellaneous 2.81 0.00 0.00
Chemicals 2.17 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 50.51
Others 0.00
Debt 38.55
Mutual Funds N.A
Money Market 0.00
Cash / Call 10.97

View All

Concentration

Holdings (%)
Top 5 16.07
Top 10 25.64
Sector (%)
Top 3 26.03

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