Tata Retirement Savings Fund
150
Min SIP
5,000
Min Lumpsum
0.68 %
Expense Ratio
Rating
1,595
Fund Size (in Cr)
10 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 | 13.3% | 18.5% | 10.2% | 15.1% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
ITC
Reliance Industr
SBI Cards
Others
Advance Ratio
0.22
Alpha
3.04
SD
0.63
Beta
0.47
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 .
-
- 162
-
8.6%Fund Size - 162
-
8.9%Fund Size - 162
-
7.7%Fund Size - 162
-
- Solution Oriented .
- Retirement .
-
- 170
-
12.9%Fund Size - 170
-
8.1%Fund Size - 170
-
8.4%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 2,964
-
22.7%Fund Size - 2,964
-
34.5%Fund Size - 2,964
-
16.7%Fund Size - 2,964
-
- Solution Oriented .
- Retirement .
-
- 251
-
14.1%Fund Size - 251
-
30.8%Fund Size - 251
-
-Fund Size - 251
-
- Solution Oriented .
- Retirement .
-
- 2,307
-
14.9%Fund Size - 2,307
-
25.5%Fund Size - 2,307
-
8.2%Fund Size - 2,307
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
How to invest in Tata Retirement Savings Fund ?
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"
What is the NAV of Tata Retirement Savings Fund ?
The NAV of Tata Retirement Savings Fund is ₹52.2 as of 02 June 2023.
How to redeem Tata Retirement Savings Fund 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?
The minimum SIP amount of Tata Retirement Savings Fund is ₹150
What are the top sectors Tata Retirement Savings Fund has invested in??
The top sectors Tata Retirement Savings Fund has invested in are
- HDFC Bank - 8.58%
- ICICI Bank - 5.99%
- ITC - 4.76%
- Reliance Industr - 4.55%
- SBI Cards - 2.81%
How much returns have Tata Retirement Savings Fund generated ?
The Tata Retirement Savings Fund has delivered 15.1% since inception
What is the expense ratio of Tata Retirement Savings Fund ?
The expense ratio of Tata Retirement Savings Fund is 0.68 % as of 02 June 2023.
What is the AUM of Tata Retirement Savings Fund?
The AUM of Tata Retirement Savings Fund is ₹88,392 Cr as of 02 June 2023
What are the top stock holdings of Tata Retirement Savings Fund?
The top stock holdings of Tata Retirement Savings Fund are
- HDFC Bank - 8.58%
- ICICI Bank - 5.99%
- ITC - 4.76%
- Reliance Industr - 4.55%
- SBI Cards - 2.81%