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

PLAN: Regular OPTIONS: Growth
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26.284 0.37 (1.42%)

NAV as on 25 May, 2018

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 Dec 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 25 May, 2018)

Period Returns (%) Rank #
1 mth -1.6 58
3 mth 0.1 48
6 mth -1.2 52
1 year 8.2 32
2 year 11.9 22
3 year 7.8 26
5 year 11.7 21

# Moneycontrol Rank within 60 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.8 - - - -
2017 7.9 3.4 4.0 4.4 22.8
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

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 -1.6 0.1 -1.2 8.2 11.9 7.8 11.7
Category avg -1.3 0.6 0.5 7.1 8.7 5.3 7.4
Difference of Fund returns and Category returns -0.3 -0.5 -1.7 1.1 3.2 2.5 4.3
Best of category 1.8 8.6 8.5 23.3 26.9 17.5 22.0
Worst of category -2.2 -3.2 -6.5 -1.0 5.5 4.0 9.0

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 203.69 (Dec-31-2016)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus 1 : 5 ()
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 1.00%
Load Comments Exit Load of 1% if redemmed before child attains 18 years of age

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
4,075.13 2.8 3.0 10.8 9.2 10.8
UTI Unit Linked Ins Plan - Direct Not Ranked
43.17 3.0 3.3 11.4 9.8 11.4
UTI Retirement Benefit Pension - R Not Ranked
2,532.38 -0.7 -0.4 7.1 9.3 11.0
UTI Retirement Benefit Pension - D Not Ranked
71.43 -0.5 -0.1 7.7 10.0 11.7
Axis DEF - DP (G) Not Ranked
23.78 2.3 3.5 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 11.50 5.17
Maruti Suzuki Automotive 7.15 3.21
Raymond Manufacturing 6.11 2.75
Finolex Cables Telecom 5.97 2.68
Future Retail Retail & Real Estate 4.72 2.12
ITC Tobacco 4.50 2.02
Bajaj Auto Automotive 4.48 2.01
Future Consumer Banking/Finance 4.47 2.01
HDFC Bank Banking/Finance 4.24 1.91
Container Corp Services 4.24 1.91

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 11.84 11.00 11.00
Automotive 9.58 11.39 11.39
Manufacturing 4.28 3.74 3.74
Retail & Real Estate 3.09 2.67 2.67
Miscellaneous 2.71 2.12 2.12
Telecom 2.68 2.75 2.75

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 50.74
Others 0.00
Debt 41.62
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.63

View All

Concentration

Holdings (%)
Top 5 15.93
Top 10 25.79
Sector (%)
Top 3 25.70

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