Tata Retirement Savings Fund – Moderate-Dir Growth
150
Min SIP
5,000
Min Lumpsum
0.65 %
Expense Ratio
Rating
1,766
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.6% | 16.6% | 12.5% | 15.6% | ||||
| Category Average | 12.9% | 21.8% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.79
Alpha
2.93
SD
0.61
Beta
1.67
Sharpe
Exit Load
| 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. |
|---|
Fund Objective
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.
Fund Managers
Murthy Nagarajan
As a Management Trainee, Mr Samala joined Tata Asset Management Ltd in 2019. He oversees the Tata Digital India Fund, Tata Large Cap Fund, and Tata Focused Equity Fund’s international investments. Mr Murthy also possesses an MBA from IIM Bangalore.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 164
-
8.7%Fund Size - 164
-
8.2%Fund Size - 164
-
8.5%Fund Size - 164
-
- Solution Oriented .
- Retirement .
-
- 170
-
9.9%Fund Size - 170
-
8%Fund Size - 170
-
9.1%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 3,655
-
24.7%Fund Size - 3,655
-
31.6%Fund Size - 3,655
-
19.5%Fund Size - 3,655
-
- Solution Oriented .
- Retirement .
-
- 349
-
19.8%Fund Size - 349
-
30.9%Fund Size - 349
-
-Fund Size - 349
-
- Solution Oriented .
- Retirement .
-
- 2,604
-
18.7%Fund Size - 2,604
-
24.9%Fund Size - 2,604
-
10.8%Fund Size - 2,604
AMC Contact Details
Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Retirement Savings Fund – Moderate-Dir Growth ?
You can invest in Tata Retirement Savings Fund – Moderate-Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Retirement Savings Fund – Moderate-Dir Growth in the search box.
- 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"
What is the NAV of Tata Retirement Savings Fund – Moderate-Dir Growth ?
The NAV of Tata Retirement Savings Fund – Moderate-Dir Growth is ₹56.8 as of 21 September 2023.
How to redeem Tata Retirement Savings Fund – Moderate-Dir Growth holding ?
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”.
What is the minimum sip amount of Tata Retirement Savings Fund – Moderate-Dir Growth?
The minimum SIP amount of Tata Retirement Savings Fund – Moderate-Dir Growth is ₹150
What are the top sectors Tata Retirement Savings Fund – Moderate-Dir Growth has invested in?
The top sectors Tata Retirement Savings Fund – Moderate-Dir Growth has invested in are
- Debt - 15.04%
- Banks - 14.66%
- Industrial Products - 6.65%
- Consumer Durables - 5.65%
- IT-Software - 4.97%
Can I make investments in both the SIP and Lump Sum schemes of Tata Retirement Savings Fund – Moderate-Dir Growth?
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.
How much returns have Tata Retirement Savings Fund – Moderate-Dir Growth generated ?
The Tata Retirement Savings Fund – Moderate-Dir Growth has delivered 15.6% since inception
What is the expense ratio of Tata Retirement Savings Fund – Moderate-Dir Growth ?
The expense ratio of Tata Retirement Savings Fund – Moderate-Dir Growth is 0.65 % as of 21 September 2023.
What is the AUM of Tata Retirement Savings Fund – Moderate-Dir Growth?
The AUM of Tata Retirement Savings Fund – Moderate-Dir Growth is ₹1,11,184 Cr as of 21 September 2023
What are the top stock holdings of Tata Retirement Savings Fund – Moderate-Dir Growth?
The top stock holdings of Tata Retirement Savings Fund – Moderate-Dir Growth are
- HDFC Bank - 6.67%
- Reliance Industr - 4.09%
- ITC - 3.92%
- ICICI Bank - 3.58%
- TCS - 2.74%
How can I redeem my investments in Tata Retirement Savings Fund – Moderate-Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Retirement Savings Fund – Moderate-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Retirement Savings Fund – Moderate-Dir Growth in Scheme, enter the redemption amount, and click on submit button.