MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationRetirement
Tata Retirement Savings Moderate Fund Direct Plan Growth
3Y Annualised
14.24%
0.84% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.78%
0.84% 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 2 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹2008.47 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
PGIM India Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
7.83%
2nd
PGIM India Retirement Fund Direct Growth
7.83%
3rd
PGIM India Retirement Fund Regular Growth
7.76%
4th
PGIM India Retirement Fund Regular Payout Inc Dist cum Cap Wdrl
7.76%
5th
Tata Retirement Savings Progressive Fund Direct Plan Growth
7.51%
13th
Tata Retirement Savings Moderate Fund Direct Plan Growth
6.78%
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 Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Tata Retirement Savings Moderate Fund Direct Plan Growth has ₹2008.47 Cr worth of assets under management (AUM) as of Fri Apr 18 2025. The latest Net Asset Value (NAV) of Tata Retirement Savings Moderate Fund Direct Plan Growth as of Thu Apr 17 2025 is ₹71.556. The fund has an expense ratio of 0.64%, which is medium comparable to most other Allocation funds.
Tata Retirement Savings Moderate Fund Direct Plan Growth returns for the last 1 year are 10.47%. Since launch, it has delivered 15.68% average annual returns.
The Tata Retirement Savings Moderate Fund Direct Plan Growth has the majority of its money invested in null, Financial Services, Technology, Consumer Defensive, Energy, Basic Materials, Consumer Cyclical, Utilities sectors.
Top 5 Holdings of Tata Retirement Savings Moderate Fund Direct Plan Growth.
- 6.79% Govt Stock 2034: 6.32%
- HDFC Bank Ltd: 6.26%
- Tata Consultancy Services Ltd: 3.80%
- ITC Ltd: 3.29%
- Radico Khaitan Ltd: 3.22%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| 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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FAQs
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