MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationRetirement
Tata Retirement Savings Moderate Fund Direct Plan Growth
3Y Annualised
14.74%
-0.76% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-6.08%
-0.76% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 1 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹2068.92 Cr
Min. SIP amount
₹150
Min. Lumpsum amount
₹5000
Exit load
0.01%
(a) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nil (b) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event” – Nil (c) For Redemption of units before 61 months from the date of allotment: 1% of the applicable NAV.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.65%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.65%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.64%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.64%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.64%
85th
Tata Retirement Savings Moderate Fund Direct Plan Growth
-6.08%
Fund Managers
SU
Sonam UdasiFund Manager Since 1 Apr 2016
About Tata Retirement Savings Moderate Fund Direct Plan Growth
Tata Retirement Savings Moderate Fund Direct Plan Growth is a Allocation mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Tata Retirement Savings Moderate Fund Direct Plan Growth has ₹2068.92 Cr worth of assets under management (AUM) as of Thu Mar 12 2026. The latest Net Asset Value (NAV) of Tata Retirement Savings Moderate Fund Direct Plan Growth as of Wed Mar 11 2026 is ₹72.6945. The fund has an expense ratio of 0.7%, which is medium comparable to most other Allocation funds.
Tata Retirement Savings Moderate Fund Direct Plan Growth returns for the last 1 year are 8.32%. Since launch, it has delivered 14.68% average annual returns.
The Tata Retirement Savings Moderate Fund Direct Plan Growth has the majority of its money invested in null, Financial Services, Energy, Basic Materials, Consumer Cyclical, Consumer Defensive sectors.
Top 5 Holdings of Tata Retirement Savings Moderate Fund Direct Plan Growth.
- 6.79% Gs 2034: 6.09%
- ICICI Bank Ltd: 4.56%
- HDFC Bank Ltd: 4.29%
- Reliance Industries Ltd: 3.88%
- Solar Industries India Ltd: 3.88%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Retirement Savings Moderate Fund Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
