Tata Retirement Savings Fund - Moderate Plan - Growth

NORMAL RISK
Hybrid
Hybrid: Aggressive Hybrid
6M returns
-2.20 %
Current NAV
61.42
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 2008.5 Cr

Return Calculator

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

Investment distribution

GOI11.6 %
HDFC Bank7.5 %
Others7.1 %
Tata Consultancy3.8 %
ITC3.3 %
Radico Khaitan3.2 %

Fund Manager

MN
Murthy Nagarajan
SU
Sonam Udasi

Fund Information

Launched
10 Aug 2011(13 years ago)
Expense ratio2.05%
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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