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TATA Mutual Fund

Tata Retirement Savings Moderate Fund (Growth)

Solution OrientedRetirement Fund

53.9831

NAV (Feb 23)

13.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

53.9831

NAV (Feb 23)

Fund Returns

Last 1Y
29.1%
Last 3Y
13.3%
Last 5Y
13.8%
Last 10Y
16.2%
Since Inception
14.7%
6 Month CAGR
11%

Scheme Information

Investment Objective

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However,there can be no assurance that the investment objective of the fund will be realized,as actual market movements may be at variance with anticipated trends.

Expense Ratio
2.04
Launched (13y ago)
Nov 01, 2011
AUM in Crores
1904.437
ISIN
INF277K01FH8
Lock-in
5
Benchmark
CRISIL Hybrid 25+75-Aggressive TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10
Standard Deviation (5yr)
14.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.934
Sharpe Ratio (5yr)
0.624
YTM
0
Fund Managers

Sonam Udasi

Fund Manager

Murthy Nagarajan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Retirement Savings Moderate Fund (Growth)70%10,31,566 2,98,95413.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-23

Top Stock Holdings

cash / net current asset

7.6%
7.6%

hdfc bank ltd

5.8%
5.8%

reliance industries ltd

5%
5%

itc ltd

3.7%
3.7%

icici bank ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

17.7%
17.7%

industrials

14.1%
14.1%

consumer cyclical

12.4%
12.4%

consumer defensive

11.9%
11.9%

basic materials

8%
8%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 2,917 cr

₹ 925 cr

₹ 134 cr

₹ 492 cr

₹ 562 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.7%

13.1%

21.3%

18.2%

19.2%

16.5%

32.4%

15.6%

21.3%

18.1%

Tata Retirement Savings Moderate Fund (G) Review

Tata Retirement Savings Moderate Fund (G) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 14.7% over a period of 12 years. The fund is managed by Tata Asset Management Limited. The fund managers are Murthy Nagarajan, Sonam Udasi.

Nav of Tata Retirement Savings Moderate Fund (G) as of 2/23/2024 is ₹53.98 with the total AUM as of 2/26/2024 is ₹1904.437. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Retirement Savings Moderate Fund (G) was launched on Nov 01, 2011. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata Retirement Savings Moderate Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Tata Retirement Savings Moderate Fund (G)?

Tata Retirement Savings Moderate Fund (G) is a Retirement Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Retirement Savings Moderate Fund (G)?

You can invest in Tata Retirement Savings Moderate Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Retirement Savings Moderate Fund (G)?

The minimum sip amount for Tata Retirement Savings Moderate Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Retirement Savings Moderate Fund (G) good to invest in?

As per Scripbox experts, Tata Retirement Savings Moderate Fund (G) is a Not Reviewed Yet fund. You can investTata Retirement Savings Moderate Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata Retirement Savings Moderate Fund (G)?

The expense ratio of the Tata Retirement Savings Moderate Fund (G) is 2.04% for regular plan.