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

PLAN: Regular OPTIONS: Growth
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26.620 0.22 (0.82%)

NAV as on 15 Dec, 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 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 2.2 18
3 mth 1.3 42
6 mth 7.2 21
1 year 21.6 22
2 year 13.5 19
3 year 10.5 15
5 year 12.6 8

# Moneycontrol Rank within Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.9 3.4 4.0 - -
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 2.2 1.3 7.2 21.6 13.5 10.5 12.6
Category avg 1.8 2.1 5.8 16.2 10.0 6.6 7.6
Difference of Fund returns and Category returns 0.4 -0.8 1.4 5.4 3.5 3.9 5.0
Best of category 4.9 7.9 16.9 49.1 26.0 19.8 20.1
Worst of category 0.2 -0.2 0.5 10.7 7.7 -1.5 7.2

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 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 1.7 5.6 15.5 9.8 10.8
UTI Unit Linked Ins Plan - Direct Not Ranked
34.87 1.9 5.9 16.2 10.5 --
UTI Retirement Benefit Pension Not Ranked
2,360.95 2.4 5.6 15.8 10.4 11.8
UTI Retirement Benefit - Direct Not Ranked
62.43 2.5 5.9 16.5 11.1 --
Axis DEF - RP (G) Not Ranked
1,332.16 1.6 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 9.74 4.29
Maruti Suzuki Automotive 6.58 2.90
Finolex Cables Telecom 5.76 2.54
WABCO India Automotive 5.34 2.35
Raymond Manufacturing 5.32 2.34
Container Corp Services 5.23 2.30
Bajaj Auto Automotive 5.03 2.22
Ceat Automotive 4.48 1.97
Future Consumer Banking/Finance 4.43 1.95
Future Retail Retail & Real Estate 4.27 1.88

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Automotive 13.11 0.00 0.00
Banking/Finance 12.28 0.00 0.00
Manufacturing 3.57 0.00 0.00
Cons NonDurable 2.74 0.00 0.00
Retail & Real Estate 2.59 0.00 0.00
Telecom 2.54 0.00 0.00

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 50.85
Others 0.00
Debt 45.36
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.78

View All

Concentration

Holdings (%)
Top 5 14.42
Top 10 24.74
Sector (%)
Top 3 28.96

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