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you are here: Moneycontrol Mutual Funds Equity Oriented Hybrid Speciality Funds Tata Mutual Fund Tata Young Citizens Fund (After 7 years) - Regular Plan

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

Plan: Regular | Option: Dividend | Type : Open-Ended | AMFI Code: 101491
Fact Sheet Buy
25.986 0.07 ( 0.26 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
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MODERATE
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Info

Average performance in the category

The scheme is ranked 3 in Equity Oriented Hybrid Speciality Funds category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -0.2 58
3 Months 0.9 56
6 Months -3.9 54
1 Year 4.6 41
2 Years 10.5 22
3 Years 7.5 25
5 Years 12.0 21

# Moneycontrol Rank within 62 Equity Oriented Hybrid Speciality Funds Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.2 0.9 -3.9 4.6 4.6 10.5 7.5
Category average 0.9 2.8 0.3 6 7.7 5.7 7.9
Difference of Fund returns and Category returns -1.1 -1.9 -4.2 -1.4 -3.1 4.8 -0.4
Best of Category 2.8 10.5 7.9 17.5 24.6 17.8 23
Worst of Category -1 -0.7 -7.5 -4.3 3.1 4 9.6
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

The investment objective of the Scheme is to generate long term capital growth.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
UTI Unit Linked Insurance Plan - Direct Plan 43.17 26.1 3.9 3.1 10.1 10.1 12.0
UTI Unit Linked Insurance Plan 4,075.13 25.3 3.8 2.7 9.5 9.5 11.4
Axis Dynamic Equity Fund - Direct Plan (G) 23.78 10.9 4.7 3.5 0.0 0.0 0.0
Axis Dynamic Equity Fund - Regular Plan (G) 2,252.80 10.7 4.3 2.8 0.0 0.0 0.0
UTI Retirement Benefit Pension Fund - Direct Plan 71.43 26.7 0.9 -0.6 6.1 10.1 12.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Yes Bank Banking/Finance 10.99 5.09
Kotak Mahindra Banking/Finance 7.96 3.68
HDFC Bank Banking/Finance 5.84 3.59
Future Retail Retail & Real Estate 7.05 3.55
Reliance Oil & Gas 7.05 3.26
Maruti Suzuki Automotive 7.96 3.20
Finolex Cables Telecom 7.66 2.71
Max Financial Manufacturing 5.52 2.56
Raymond Manufacturing 7.75 2.50
Container Corp Services 6.91 2.07
Asset Allocation (%) As on May 31, 2018
Equity 73.44
Others 0.00
Debt 22.39
Mutual Funds 0.00
Money Market 0.00
Cash / Call 4.15
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 16.88
Automotive 11.00
Oil & Gas 6.07
Manufacturing 5.06
Cons NonDurable 5.06
Miscellaneous 4.62
Concentration As on May 31, 2018
Holdings %
Top 5 19.17
Top 10 73.44
Sectors %
Top 3 33.95
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