MN
Murthy NagarajanFund Manager Since 1 Apr 2017
AllocationRetirement
Tata Retirement Savings Moderate Fund Growth
3Y Annualised
13.57%
-1.03% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.43%
-1.03% 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 5 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹2180.05 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
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl
1.47%
2nd
Axis Retirement Fund - Conservative Plan Direct Growth
1.47%
3rd
Axis Retirement Fund - Conservative Plan Regular Pyt of Inc Dis cum Cap Wdrl
1.39%
4th
Axis Retirement Fund - Conservative Plan Regular Growth
1.39%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
1.32%
91st
Tata Retirement Savings Moderate Fund Growth
-0.43%
Fund Managers
SU
Sonam UdasiFund Manager Since 1 Apr 2016
About Tata Retirement Savings Moderate Fund Growth
Tata Retirement Savings Moderate Fund Growth is a Allocation mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 14 years, having been launched on 2011-11-01. Tata Retirement Savings Moderate Fund Growth has ₹2180.05 Cr worth of assets under management (AUM) as of Tue Dec 09 2025. The latest Net Asset Value (NAV) of Tata Retirement Savings Moderate Fund Growth as of Mon Dec 08 2025 is ₹64.2874. The fund has an expense ratio of 2%, which is medium comparable to most other Allocation funds.
Tata Retirement Savings Moderate Fund Growth returns for the last 1 year are -1.83%. Since launch, it has delivered 14.10% average annual returns.
The Tata Retirement Savings Moderate Fund Growth has the majority of its money invested in null, Financial Services, Energy, Consumer Defensive, Basic Materials, Consumer Cyclical, Technology sectors.
Top 5 Holdings of Tata Retirement Savings Moderate Fund Growth.
- 6.79% Govt Stock 2034: 5.78%
- HDFC Bank Ltd: 5.58%
- Reliance Industries Ltd: 4.57%
- BSE Ltd: 3.93%
- Radico Khaitan Ltd: 3.90%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2011-11-01 |
| 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 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
