Tata Retirement Savings Fund Moderate Plan Growth

Risk: Very High
₹ 62.58
NAV (Jul 25,2024)

The Tata Retirement Savings Fund Moderate Plan is designed to help individuals grow their retirement savings over time. With an expense ratio of 2.04%, the fund aims to provide moderate growth to investors. The minimum investment required is INR 5000, and the fund has a lock period of 5 years. Established on November 4, 2011, the Tata Retirement Savings Fund Moderate Plan currently manages INR 1916.72 crores in assets. Start investing today for a secure and prosperous retirement.

Tata Retirement Savings Fund Moderate Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Retirement Savings Fund Moderate Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.00%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2107.26 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,150.49 (11.50%)₹ 11,845.08 (18.45%)₹ 13,112.73 (31.13%)₹ 15,383.57 (53.84%)₹ 21,711.53 (117.12%)
₹ 30,000₹ 33,451.47 (11.50%)₹ 35,535.24 (18.45%)₹ 39,338.19 (31.13%)₹ 46,150.71 (53.84%)₹ 65,134.59 (117.12%)
₹ 50,000₹ 55,752.45 (11.50%)₹ 59,225.4 (18.45%)₹ 65,563.65 (31.13%)₹ 76,917.85 (53.84%)₹ 1,08,557.65 (117.12%)
₹ 80,000₹ 89,203.92 (11.50%)₹ 94,760.64 (18.45%)₹ 1,04,901.84 (31.13%)₹ 1,23,068.56 (53.84%)₹ 1,73,692.24 (117.12%)
₹ 1,00,000₹ 1,11,504.9 (11.50%)₹ 1,18,450.8 (18.45%)₹ 1,31,127.3 (31.13%)₹ 1,53,835.7 (53.84%)₹ 2,17,115.3 (117.12%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • CASH NET CURRENT ASSET7.02%
  • HDFC BANK LTD6.68%
  • GOI4.92%
  • RELIANCE INDUSTRIES LTD4.41%
  • ITC LTD3.18%
  • SOLAR INDUSTRIES INDIA LTD2.67%
  • ICICI BANK LTD2.48%
  • RADICO KHAITAN LTD2.33%
  • JUPITER WAGONS LTD2.23%
  • ZOMATO LTD2.10%
  • TATA CONSULTANCY SERVICES LTD2.07%
  • OIL INDIA LTD1.97%
  • KIRLOSKAR PNEUMATIC COMPANY LTD1.95%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.83%
  • KARUR VYSYA BANK LTD1.71%
  • EXIDE INDUSTRIES LTD1.70%
  • APL APOLLO TUBES LTD1.69%
  • METRO BRANDS LTD1.67%
  • TATA CONSUMER PRODUCTS LTD1.62%
  • BSE LTD1.62%
  • BOSCH LTD1.59%
  • ACC LTD1.59%
  • POLYCAB INDIA LTD1.58%
  • BHARAT ELECTRONICS LTD1.58%
  • NESTLE INDIA LTD1.52%
  • SUNTECK REALTY LTD1.51%
  • MAHANAGAR GAS LTD1.40%
  • AVENUE SUPERMARTS LTD1.34%
  • PB FINTECH LTD1.32%
  • KAYNES TECHNOLOGY INDIA LTD1.30%
  • DIXON TECHNOLOGIES INDIA LTD1.30%
  • CERA SANITARYWARE LTD1.16%
  • DOMS INDUSTRIES LTD1.16%
  • MUTHOOT FINANCE LTD1.12%
  • HERO MOTOCORP LTD1.11%
  • MINDSPACE BUSINESS PARKS REIT1.04%
  • GODREJ INDUSTRIES LTD0.98%
  • PETRONET LNG LTD0.96%
  • UTI ASSET MANAGEMENT COMPANY LTD0.96%
  • PRICOL LTD0.94%
  • JINDAL STEEL & POWER LTD0.91%
  • UNITED SPIRITS LTD0.90%
  • CYIENT LTD0.87%
  • VOLTAMP TRANSFORMERS LTD0.87%
  • HDFC LIFE INSURANCE CO LTD0.86%
  • BAYER CROPSCIENCE LTD0.86%
  • M INDIA LTD0.86%
  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD0.85%
  • AUROBINDO PHARMA LTD0.83%
  • PRAVEG LTD0.82%
  • MARUTI SUZUKI INDIA LTD0.82%
  • CAMPUS ACTIVEWEAR LTD0.82%
  • PIDILITE INDUSTRIES LTD0.79%
  • ADANI ENERGY SOLUTIONS LTD0.75%
  • EQUITAS SMALL FINANCE BANK LTD0.75%
  • JIO FINANCIAL SERVICES LTD0.72%
  • JAMNAGAR UTILITIES & POWER PVT LTD0.69%
  • SONATA SOFTWARE LTD0.68%
  • SWAN ENERGY LTD0.67%
  • MALWA SOLAR POWER GENERATION PVT LTD0.65%
  • AMBER ENTERPRISES INDIA LTD0.64%
  • YARROW INFRASTRUCTURE PVT LTD0.49%
  • NHPC LTD0.47%
  • SEPSET CONSTRUCTION LTD0.44%
  • POWER FINANCE CORPORATION0.24%
  • BHARTI TELECOM LTD0.24%
  • B REPO0.15%
  • PRIAPUS INFRASTRUCTURE LTD0.04%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

37.59%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

34.34%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Bandhan Retirement Fund - Regular Plan - IDCWBandhan Retirement Fund - Regular Plan - IDCW

OTHER

Very High

25.28%

UTI Retirement FundUTI Retirement Fund

OTHER

High

23.86%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

20.03%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

41.74%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

30.19%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.62%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

18.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

19.81%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.19%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

11.08%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.17%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.46%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.37%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.23%

Show all Funds

Fund Managers

SU

Ms. Sonam UdasiFund Manager

MN

Mr. Murthy NagarajanHead of Fixed Income

Mr. Nagarajan is responsible for managing debt schemes of the fund. He has more than 17 years of experience in finance and financial services in India.

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Compare with similar Funds

Tata Retirement Savings Fund Moderate Plan - Growth

vs

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Tata Retirement Savings Fund Moderate Plan - Growth

vs

UTI Retirement Fund

Tata Retirement Savings Fund Moderate Plan - Growth

vs

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

Tata Retirement Savings Fund Moderate Plan - Growth

vs

ICICI Prudential Retirement Fund - Pure Equity Plan - Growth

Tata Retirement Savings Fund Moderate Plan - Growth

vs

LIC MF Unit Linked Insurance Scheme

Tata Retirement Savings Fund Moderate Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - IDCW

Tata Retirement Savings Fund Moderate Plan - Growth

vs

PGIM India Retirement Fund - Regular Plan - Growth

Tata Retirement Savings Fund Moderate Plan - Growth

vs

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

Tata Retirement Savings Fund Moderate Plan - Growth

vs

Union Retirement Fund - Regular Plan - Growth

Tata Retirement Savings Fund Moderate Plan - Growth

vs

Baroda BNP Paribas Retirement Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Tata Retirement Savings Fund Moderate Plan - Growth?

The Tata Retirement Savings Fund Moderate Plan - Growth is a Very High risk mutual fund designed for retirement savings. It provides potential for higher returns, but comes with a higher level of investment risk.

What is the current NAV (Net Asset Value) of the Tata Retirement Savings Fund Moderate Plan - Growth as of Jul 25,2024?

The current NAV of the Tata Retirement Savings Fund Moderate Plan - Growth as of Jul 25,2024 is INR 62.58.

What are the returns generated by the Tata Retirement Savings Fund Moderate Plan - Growth over the past 1, 3, and 5 years?

The Tata Retirement Savings Fund Moderate Plan - Growth has achieved returns of 29.99% in 1 year, 14.93% in 3 years, and 14.16% in 5 years.

What is the expense ratio associated with the Tata Retirement Savings Fund Moderate Plan - Growth?

The Tata Retirement Savings Fund Moderate Plan - Growth has a 2.02 % expense ratio, indicating the cost investors bear for managing the fund.

What is the minimum investment amount required for the Tata Retirement Savings Fund Moderate Plan - Growth?

The Tata Retirement Savings Fund Moderate Plan - Growth has a minimum investment requirement of INR 5000.

Is there a systematic investment plan (SIP) available for the Tata Retirement Savings Fund Moderate Plan - Growth?

Yes, SIP is available for the Tata Retirement Savings Fund Moderate Plan - Growth with a minimum investment of INR 5000 per month.

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