Tata Retirement Savings Fund - Moderate Plan - Growth

NORMAL RISK
Hybrid
Hybrid: Aggressive Hybrid
6M returns
5.10 %
Current NAV
65.38
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Min. SIP
5000
AUM
₹ 2229.8 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

GOI10.5 %
HDFC Bank7.3 %
Others5.6 %
Solar Industries India4.0 %
Reliance Industries3.8 %
BSE3.7 %

Fund Manager

MN
Murthy Nagarajan
SU
Sonam Udasi

Fund Information

Launched
10 Aug 2011(13 years ago)
Expense ratio1.99%
Exit LoadExit load of 1% if redeemed before 61 months.
Benchmark index
CRISIL Hybrid 25+75 Aggressive Index100%

Fund Objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

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