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Enter a Single character of a Scheme :
29 Mar 2024 | 00:03 IST
Tata Young Citizens Fund (After 7 Years)
Summary Info
Fund Name : Tata Mutual Fund
Scheme Name : Tata Young Citizens Fund (After 7 Years)
AMC : Tata Mutual Fund
Type : OPEN
Category : Hybrid - Equity Oriented
Launch Date : 02-Jan-00
Fund Manager : Amey Sathe
Net Assets:(Rs. cr) 331.65
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 1.99 -3.03 0.71 10.00 33.92 17.28 16.36 4.54
Category Avg 1.73 -0.30 3.85 11.97 29.99 15.26 13.95 12.18
Category Best 3.45 6.70 13.89 29.02 52.23 33.23 28.39 40.82
Category Worst 0.00 -7.44 -4.10 -2.94 0.00 0.00 8.35 -0.70
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8981 3.5388 0.8780 0.0848 0.1339
Holdings Date :29-Feb-24
Company Name% Hold
HDFC Bank 6.23
Reliance Industr 4.85
ICICI Bank 4.76
Infosys 4.42
TCS 3.76
Karur Vysya Bank 3.32
Titan Company 3.19
ITC 2.76
Axis Bank 2.67
Larsen & Toubro 2.46
Thermax 2.36
Persistent Sys 2.34
Kotak Mah. Bank 2.22
MRF 2.20
Guj Pipavav Port 2.14
Sobha 1.89
Dr Reddy's Labs 1.86
United Spirits 1.79
Tata Consumer 1.79
Greenply Industr 1.78
UltraTech Cem. 1.76
Jupiter Life Lin 1.65
Hind. Unilever 1.62
Grindwell Norton 1.57
Exide Inds. 1.45
Jyothy Labs 1.40
ICICI Lombard 1.39
CreditAcc. Gram. 1.38
Linde India 1.38
Metro Brands 1.37
UTI AMC 1.35
ACC 1.35
Deepak Nitrite 1.30
DCB Bank 1.30
Repco Home Fin 1.29
KPIT Technologi. 1.18
3M India 1.16
Avenue Super. 1.15
Marico 1.13
Wipro 1.09
Sanofi India 1.04
Westlife Food 0.96
Divi's Lab. 0.95
CIE Automotive 0.93
HDFC Life Insur. 0.91
Cera Sanitary. 0.91
Arvind Fashions. 0.83
Indraprastha Gas 0.77
Mahindra Logis. 0.77
V I P Inds. 0.75
Oil India 0.66
AAVAS Financiers 0.66
CESC 0.57
Reverse Repo 1.31
Net CA & Others 1.08
Brookfield India 0.84
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MCX MEMBERSHIP ID:12535 MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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