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Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Tata Retirement Savings Fund - Moderate Plan - Direct Plan
|
|
|
Very High
|
Please wait... |
0.65 |
|
 |
|
Very High
|
Please wait... |
1.12 |
||
 |
|
Very High
|
Please wait... |
1.08 |
||
|
|
Very High
|
Please wait... |
0.61 |
||
|
|
Very High
|
Please wait... |
0.41 |
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Mutual funds can be bought directly from the website of the fund house. For instance, Tata Retirement Savings Fund - Moderate Plan - Direct Plan fund can be purchased from the website of Tata Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Tata Retirement Savings Fund - Moderate Plan - Direct Plan is ₹56.7698 as of 24-Sep-2023.
The AUM of Tata Retirement Savings Fund - Moderate Plan - Direct Plan Fund is ₹1,766 Cr as of 31-Aug-2023
The riskometer level of Tata Retirement Savings Fund - Moderate Plan - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.67
|
|
|
4.09
|
|
|
3.92
|
|
|
3.58
|
|
|
2.74
|
As of 31-Aug-2023, Tata Retirement Savings Fund - Moderate Plan - Direct Plan had invested 83.35% in Equity, 14.03% in Debt and 2.62% in Cash & Cash Eq. See More
Tata Retirement Savings Fund - Moderate Plan - Direct Plan is 10 years 8 months old. It has delivered 15.49% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
13.39%
|
17.27%
|
12.66%
|
12.76%
|
16.99%
|
15.49%
|
The minimum SIP amount of Tata Retirement Savings Fund - Moderate Plan - Direct Plan is ₹500.
Yes, There is lock in period in Tata Retirement Savings Fund - Moderate Plan - Direct Plan.
The expense ratio of Tata Retirement Savings Fund - Moderate Plan - Direct Plan is 0.65%.
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