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

PLAN: Regular OPTIONS: Growth
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25.426 0.02 (0.07%)

NAV as on 18 Aug, 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 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 1.3 19
3 mth 4.0 24
6 mth 10.4 17
1 year 14.0 14
2 year 8.9 20
3 year 12.0 14
5 year 12.7 10

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

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 7.9 3.4 - - -
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 1.3 4.0 10.4 14.0 8.9 12.0 12.7
Category avg 0.4 2.4 6.5 8.3 6.3 7.6 8.1
Difference of Fund returns and Category returns 0.9 1.6 3.9 5.7 2.6 4.4 4.6
Best of category 2.5 7.4 20.6 26.8 17.6 20.9 20.2
Worst of category -2.7 -4.7 -4.1 -10.0 1.7 -0.5 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 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
3,538.92 3.6 7.3 9.3 10.6 11.6
UTI Retirement Benefit Pension Not Ranked
2,072.68 2.9 6.9 12.5 11.3 12.2
HDFC Childrens Gift (Inv) Not Ranked
1,282.93 4.4 12.3 16.2 13.9 18.6
HDFC Childrens Gift - Direct (Inv) Not Ranked
67.83 4.6 12.8 17.3 14.8 --
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
418.45 5.2 12.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 12.76 5.73
ITC Tobacco 7.41 3.33
WABCO India Automotive 6.32 2.84
Maruti Suzuki Automotive 5.90 2.65
Container Corp Services 4.59 2.06
Raymond Manufacturing 4.36 1.96
Muthoot Finance Banking/Finance 4.35 1.96
Bajaj Auto Automotive 4.27 1.92
Future Retail Retail & Real Estate 4.04 1.82
Finolex Cables Telecom 3.99 1.79

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 12.67 0.00 0.00
Automotive 12.15 0.00 0.00
Manufacturing 3.36 0.00 0.00
Tobacco 3.33 0.00 0.00
Miscellaneous 2.81 0.00 0.00
Retail & Real Estate 2.42 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 49.80
Others 0.00
Debt 38.03
Mutual Funds N.A
Money Market 0.00
Cash / Call 12.19

View All

Concentration

Holdings (%)
Top 5 16.61
Top 10 26.06
Sector (%)
Top 3 28.18

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