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

Tata Retirement Saving Moderate Growth Direct Plan

NAV
₹72.1124
-1.50%
(25 Apr)
AUM
2,008 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below 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
+12.0%
+10.4%
+9.3%
+8.4%
+7.7%
3Y
+15.6%
+20.2%
+18.1%
+22.5%
+19.9%
5Y
+19.8%
+30.9%
+26.0%
+32.1%
+24.4%
ALL
+15.9%
+20.5%
+11.8%
+21.2%
+17.1%
VOL
13.0%
14.3%
16.8%
18.1%
14.2%
TER
0.6%
0.9%
1.0%
1.0%
1.0%
AUM
₹2,008 Cr
₹5,983 Cr
₹3,044 Cr
₹1,074 Cr
₹755 Cr
INFO
1.22
1.44
0.70
1.17
1.21
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 31st Mar
Top holdings
Cash / Net Current Asset
7.0%
6.79% Govt Stock 2034
6.3%
HDFC Bank Ltd
6.3%
Tata Consultancy Services Ltd
3.8%
ITC Ltd
3.3%
Radico Khaitan Ltd
3.2%
Reliance Industries Ltd
3.1%
Solar Industries India Ltd
3.1%
BSE Ltd
2.9%
Eternal Ltd
2.4%
Top industry exposure
Financial Services
24.1%
Consumer Defensive
11.6%
Industrials
11.5%
Consumer Cyclical
9.6%
Technology
9.1%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
41%
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.
Fund manager(s)
Murthy Nagarajan
Sonam Udasi

FAQs