17417
5431
Tata Retirement Savings Fund - Moderate-Dir Growth
16.12
34.95
18.41
-1.13
1.73
7.81
21.30
17.07
  • Tata Retirement Savings Fund - Moderate-Dir Growth

    • Solution Oriented .
    • Retirement Fund
  • NAV

    77.23

    as on 30 Sep 2024

  • ₹-0.58 (-0.74%)

    Last Change

  • 16.12%

    3Y CAGR returns

  • ₹ 150

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.6%

    Expense Ratio
  • Rating
  • 2,206 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 30 Sep 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 34.95%
  • 16.12%
  • 18.41%
  • 17.07
8.11%
5.10%
3.59%
76.57%
View all Holdings
  • 4.62Alpha
  • 2.91SD
  • 0.72Beta
  • 0.88Sharpe
  • 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.
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.

Murthy Nagarajan

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name

Tata Mutual Fund

  • AUM :
  • 153,785Cr
  • 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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FAQs

You can invest in Tata Retirement Savings Fund - Moderate-Dir Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Retirement Savings Fund - Moderate-Dir Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Retirement Savings Fund - Moderate-Dir Growth has delivered 16.88% since inception

The NAV of Tata Retirement Savings Fund - Moderate-Dir Growth is ₹73.1343 as of 30 Sep 2024

The expense ratio of Tata Retirement Savings Fund - Moderate-Dir Growth is % as of 30 Sep 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Retirement Savings Fund - Moderate-Dir Growth 1991.29 CR as of 30 Sep 2024

The minimum SIP amount of Tata Retirement Savings Fund - Moderate-Dir Growth is 150

The top stock holdings of Tata Retirement Savings Fund - Moderate-Dir Growth are

  1. Net CA & Others - 8.11%
  2. HDFC Bank - 5.10%
  3. Reliance Industr - 4.07%
  4. ITC - 3.59%
  5. Zomato Ltd - 2.56%

The top sectors Tata Retirement Savings Fund - Moderate-Dir Growth has invested in are

  1. Debt - 11.86%
  2. Banks - 10.44%
  3. Industrial Products - 5.99%
  4. Consumer Durables - 5.96%
  5. Petroleum Products - 5.74%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Retirement Savings Fund - Moderate-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Retirement Savings Fund - Moderate-Dir Growth based on your investment objective and risk tolerance

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