Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹150 | ₹5,000 | 0.67 % | 3★ | ₹1,647 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹150 | ₹5,000 | 0.67 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹1,647 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| To Provide a financial tool for long term financial security for investors based on their retirement planning goals. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 2.7% | 13.6% | 10.3% | 15.5% | ||||
| Category Average | 9.0% | 16.9% | 15.2% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
Reverse Repo
HDFC Bank
Reliance Industr
ITC
Others
Fund House Details
Tata Retirement Savings Fund
Fund Manager
Murthy Nagarajan
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. |
|---|
Advance Ratio
| -0.01 | 0.88 | 0.73 | -0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 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
You can invest in Tata Retirement Savings Fund 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 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"
The Tata Retirement Savings Fund has delivered 15.5% since inception
The NAV of Tata Retirement Savings Fund is ₹50.5 as of 02 December 2022.
The expense ratio of Tata Retirement Savings Fund is 0.67 % as of 02 December 2022.
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”.
