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5431
Tata Retirement Savings Fund - Moderate-Dir (G)
13.80
7.95
12.38
1.84
2.27
6.07
8.54
15.13
7
1.79
12.38
Tata Retirement Savings Fund - Moderate-Dir (G)
1.79
12.38
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    82.68

    03 Aug 2026

  • 0.69%

     1 Day

  • 13.80%

    3Y CAGR returns

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  • ₹ 150

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.89%

    Expense Ratio

  • 2

     Rating

  • 2,177 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 03 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 7.95%
  • 13.80%
  • 12.38%
  • 15.13

Scheme Allocation

By Holding By Sector By Asset
4.64%
4.32%
3.42%
3.21%
3.04%
81.37%
View All

Advance Ratio

  • 8.20Alpha
  • 4.01SD
  • 0.88Beta
  • 0.66Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil - If redeemed or switch out on or after attainment of retirment age i.e. 60years Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To Provide a financial tool for long term financial security for investors based on their retirement planning goals.

Fund Managers

Murthy Nagarajan

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Tata Mutual Fund

5431
  • Fund Name

AMC Contact Details

  • Address :
  • 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
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