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

PLAN: Regular OPTIONS: Growth
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26.266 0.18 (0.68%)

NAV as on 16 Feb, 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

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Benchmark Index:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -2.6 39
3 mth 0.6 30
6 mth 3.2 27
1 year 14.4 21
2 year 15.7 22
3 year 7.9 21
5 year 12.3 18

# 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 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 -2.6 0.6 3.2 14.4 15.7 7.9 12.3
Category avg -2.2 2.0 5.0 11.9 12.3 5.6 8.1
Difference of Fund returns and Category returns -0.4 -1.4 -1.8 2.5 3.4 2.3 4.2
Best of category 0.6 4.9 13.4 37.0 33.1 15.4 21.6
Worst of category -5.0 -2.4 -0.4 4.2 9.1 -2.2 8.1

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
4,000.87 0.9 3.3 11.5 8.1 10.7
UTI Retirement Benefit Pension Not Ranked
2,469.55 1.6 4.5 12.2 9.3 11.7
Axis DEF - RP (G) Not Ranked
2,182.66 1.3 3.3 -- -- --
HDFC Childrens Gift - Direct (Inv) Not Ranked
108.20 1.3 6.5 20.8 11.8 19.3
HDFC Childrens Gift (Inv) Not Ranked
1,855.06 1.0 6.0 19.7 10.9 18.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 11.25 4.96
Maruti Suzuki Automotive 7.28 3.21
Finolex Cables Telecom 6.25 2.75
Raymond Manufacturing 5.77 2.54
Container Corp Services 5.56 2.45
Bajaj Auto Automotive 5.08 2.24
Future Consumer Banking/Finance 4.73 2.08
Ceat Automotive 4.55 2.00
Future Retail Retail & Real Estate 4.36 1.92
ITC Tobacco 4.34 1.91

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Automotive 11.39 0.00 0.00
Banking/Finance 11.00 0.00 0.00
Manufacturing 3.74 0.00 0.00
Telecom 2.75 0.00 0.00
Retail & Real Estate 2.67 0.00 0.00
Cons NonDurable 2.45 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 49.68
Others 0.00
Debt 42.48
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.83

View All

Concentration

Holdings (%)
Top 5 15.91
Top 10 26.06
Sector (%)
Top 3 26.13

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