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Tata Young Citizens Fund - Regular Plan

PLAN: Regular OPTIONS: Growth
More Plan & Options
23.572 0.01 (0.03%)

NAV as on 27 Mar, 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 Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 27 Mar, 2017)

Period Returns (%) Rank #
1 mth 1.9 17
3 mth 8.9 22
6 mth 3.9 17
1 year 14.6 25
2 year 6.0 32
3 year 14.2 19
5 year 12.2 10

# Moneycontrol Rank within 47 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 1.9 8.9 3.9 14.6 6.0 14.2 12.2
Category avg 1.8 8.9 2.9 14.3 6.1 11.4 9.0
Difference of Fund returns and Category returns 0.1 0.0 1.0 0.3 -0.1 2.8 3.2
Best of category 5.5 19.2 7.5 33.1 13.2 25.8 18.6
Worst of category 0.4 -4.7 -4.1 -10.0 2.2 6.5 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 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
21.39 7.4 3.5 15.1 12.9 --
UTI Unit Linked Insurance Plan Not Ranked
3,412.76 7.2 3.2 14.5 12.3 11.2
UTI Retirement Benefit Pension Not Ranked
1,963.07 6.5 4.5 18.2 13.4 11.8
UTI Retirement Benefit - Direct Not Ranked
46.98 6.6 4.8 18.9 14.1 --
HDFC Childrens Gift (Inv) Not Ranked
1,186.18 10.9 3.9 22.7 17.6 17.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 8.63 4.10
Yes Bank Banking/Finance 7.34 3.49
ITC Tobacco 6.82 3.24
WABCO India Automotive 6.25 2.97
Finolex Ind Chemicals 5.86 2.78
Bajaj Auto Automotive 4.19 1.99
Container Corp Services 3.90 1.85
Finolex Cables Telecom 3.80 1.80
Raymond Manufacturing 3.45 1.64
GAIL Oil & Gas 3.36 1.60

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 12.23 20.38 7.86
Automotive 7.57 8.18 4.33
Oil & Gas 3.31 0.00 0.00
Tobacco 3.24 2.78 1.41
Manufacturing 3.01 6.06 2.91
Miscellaneous 2.86 10.32 4.37

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 50.08
Others 0.00
Debt 38.64
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.29

View All

Concentration

Holdings (%)
Top 5 16.58
Top 10 25.46
Sector (%)
Top 3 23.11

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