TATA Mutual Fund

Tata Retirement Savings Moderate Direct Plan Growth

OthersRetirement Fund

₹ 72.32

NAV (May 02)

18.353%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Expense Ratio
0.65 %
Launched
-
AUM in Crores
2008.5
ISIN
INF277K01QN3
Lock-in (days)
1825
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
11.4
Beta
0.8
Sharpe Ratio
0.6
Fund Managers

Murthy Nagarajan

Fund Manager

Sonam Udasi

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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Key Information Memorandum

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AMC Fund Factsheet

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

Others

8.05%
8.05%

HDFC Bank Ltd.

5.09%
5.09%

Reliance Industries Ltd.

4.1%
4.1%

ITC Ltd.

3.58%
3.58%

ICICI Bank Ltd.

2.42%
2.42%
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Allocation by Sector

Financial

15.46%
15.46%

Consumer Staples

13.98%
13.98%

Services

11.34%
11.34%

Technology

8.19%
8.19%

Energy

5.86%
5.86%
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Comparison with Others Funds

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Frequently Asked Questions

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