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Tata Young Citizens Fund - Direct Plan SET SMS ALERT

17.961
0.02 (0.11%)
NAV as on Jul-28-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 Jul-28-2014)

Period Returns (%) Rank #
1 mth 1.7 5
3 mth 11.3 25
6 mth 17.0 27
1 year 21.0 28
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 37 Equity Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.1 10.2 - - -
2013 -2.9 2.6 -2.4 5.5 3.8

View where it stands within its peers

* Returns over 1 year are Annualised

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 1.7 11.3 17.0 21.0 -- -- --
Category avg 0.9 13.6 22.7 30.0 8.7 5.0 3.5
Difference of Fund returns and Category returns 0.8 -2.3 -5.7 -9.0 -- -- --
Best of category 2.8 22.8 44.1 69.5 28.7 17.0 21.2
Worst of category -0.2 6.2 12.1 15.6 11.8 6.7 5.0

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 43.43 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend N.A.
Bonus N.A.
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 (%)
Tata Young Citizens Fund Not Ranked
18,155.32 11.1 16.6 20.2 11.1 10.7
UTI Unit Linked Insurance Plan Not Ranked
2,668.87 8.7 15.1 18.7 10.3 10.6
UTI Retirement Benefit Pension Not Ranked
1,139.17 9.2 15.4 21.2 9.5 9.2
HDFC Childrens Gift (Inv) Not Ranked
519.50 14.7 27.6 44.5 16.7 21.2
UTI Wealth Builder Sr-2 RP (G) Not Ranked
493.35 12.3 21.1 24.6 10.0 12.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
TCS Technology 0.02 4.23
HDFC Bank Banking/Finance 0.02 3.50
ICICI Bank Banking/Finance 0.01 2.99
HDFC Banking/Finance 0.01 2.62
Karur Vysya Banking/Finance 0.01 2.28
Finolex Ind Chemicals 0.01 2.28
Wonderla Miscellaneous 0.01 2.21
WABCO India Automotive 0.01 2.01
Federal Bank Banking/Finance 0.01 1.97
Infosys Technology 0.01 1.93

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 15.51 15.56 8.69
Technology 7.90 11.99 7.36
Oil & Gas 3.97 7.17 3.97
Automotive 3.89 4.24 2.91
Miscellaneous 3.77 3.77 0.15
Engineering 3.10 3.89 1.86

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 49.22
Others 0.78
Debt 39.83
Mutual Funds N.A
Money Market 5.41
Cash / Call 4.75

View All

Concentration

Holdings (%)
Top 5 15.62
Top 10 26.02
Sector (%)
Top 3 27.38

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