- Mutual Funds
- Tata Mutual Fund
- Tata Retirement Savings Moderate (G)
Tata Retirement Savings Moderate (G)
₹ 65.6113
NAV (Sep 17)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 65.6113
NAV (Sep 17)
Fund Returns
Last 1Y | 31% |
Last 3Y | 14.2% |
Last 5Y | 18.3% |
Last 10Y | 14.3% |
Since Inception | 15.7% |
6 Month CAGR | 23.5% |
Scheme Information
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Expense Ratio | 2 |
Launched (0y ago) | 2 |
AUM in Crores | 2205.8 |
ISIN | INF277K01FH8 |
Lock-in | 1825 |
Benchmark | CRISIL Hybrid 25+75 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 10.3 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Retirement Savings Moderate (G) | 11,62,735 | 4,30,123 | 18.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
8.1%HDFC Bank Ltd.
5.1%Reliance Industries Ltd.
4.1%ITC Ltd.
3.6%ICICI Bank Ltd.
2.4%Allocation by Sector
Consumer Staples
13.02%Financial
11.87%Services
11.15%Capital Goods
9.93%Energy
8.87%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 4,457 cr | ||
₹ 2,294 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.617% | 19.004% | ||
15.66% | 16.853% | ||
31.578% | 16.358% | ||
6.225% | 6.715% | ||
12.133% | 13.477% |
Tata Retirement Savings Moderate (G) Review
Tata Retirement Savings Moderate (G) is a Others Others fund and has delivered an annualised return of 15.716% over a period of 12 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Tata Retirement Savings Moderate (G) as of 9/17/2024 is ₹65.61 with the total AUM as of 9/18/2024 is ₹2205.81052. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Retirement Savings Moderate (G) was launched on 2011-11-01. The category risk of the fund is Average.
The minimum SIP amount for Tata Retirement Savings Moderate (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 (G)?
How to invest in Tata Retirement Savings Moderate (G)?
You can invest in Tata Retirement Savings Moderate (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 (G)?
The minimum sip amount for Tata Retirement Savings Moderate (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Retirement Savings Moderate (G) good to invest in?
As per Scripbox experts, Tata Retirement Savings Moderate (G) is a fund. You can investTata Retirement Savings Moderate (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 (G)?
The expense ratio of the Tata Retirement Savings Moderate (G) is 2% for regular plan.