Tata Retirement Saving Moderate Growth Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata Retirement Saving Moderate Growth Direct Plan

NAV
₹67.0598
+0.98%
(17 May)
AUM
1,977 Cr
TER
0.62%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+59.6%
+50.1%
+37.7%
+31.9%
+31.6%
3Y
+32.5%
+23.0%
+25.7%
+16.6%
+23.0%
5Y
+24.7%
+19.4%
+24.2%
+15.9%
NA
ALL
+24.0%
+19.1%
+21.9%
+16.4%
+22.7%
VOL
17.8%
13.7%
14.3%
12.9%
12.5%
TER
0.7%
0.8%
0.7%
0.6%
0.8%
AUM
₹730 Cr
₹429 Cr
₹5,044 Cr
₹1,977 Cr
₹2,320 Cr
INFO
1.35
1.40
1.53
1.27
1.82
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Retirement Saving Moderate (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
5.2%
Reliance Industries Ltd
4.4%
Cash / Net Current Asset
3.9%
ITC Ltd
3.5%
ICICI Bank Ltd
3.3%
Solar Industries India Ltd
2.9%
Tata Consultancy Services Ltd
2.7%
Jupiter Wagons Ltd
2.5%
Radico Khaitan Ltd
2.4%
APL Apollo Tubes Ltd
2.4%
Top industry exposure
Financial Services
16.7%
Industrials
16.3%
Consumer Cyclical
12.8%
Consumer Defensive
11.6%
Basic Materials
8.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
59%
Lock-in period
5Y
Exit load
• 1% for redemption within 1829 days
Fund objective
To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
Fund manager(s)
Murthy Nagarajan
Sonam Udasi

FAQs