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5431
Tata Retirement Savings Fund - Moderate-Dir (G)
14.07
9.11
12.26
0.71
2.04
4.37
8.60
15.16
7
1.78
12.26
Tata Retirement Savings Fund - Moderate-Dir (G)
1.78
12.26
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    82.70

    07 Aug 2026

  • -0.13%

     1 Day

  • 14.07%

    3Y CAGR returns

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  • ₹ 150

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.83%

    Expense Ratio

  • 2

     Rating

  • 2,177 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 9.11%
  • 14.07%
  • 12.26%
  • 15.16

Scheme Allocation

By Holding By Sector By Asset
4.43%
4.40%
3.40%
3.15%
3.14%
81.48%
View All

Advance Ratio

  • 7.77Alpha
  • 3.98SD
  • 0.88Beta
  • 0.62Sharpe

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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