Tata Retirement Savings Fund - Moderate Plan - Growth

Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Tata Retirement Savings Fund - Moderate Plan - Growth
Rating
Fund
Time to Invest
Tata Retirement Savings Fund - Moderate Plan - Growth
NAV
36.6372
(19/04/2021)
L 52Wk H
26.08
38.34
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Tata Retirement Savings Fund - Moderate Plan - Growth

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Tata Retirement Savings Fund - Moderate Plan - Growth
Fund
NAV
36.6372
(19/04/2021)
Time to Invest
Tata Retirement Savings Fund - Moderate Plan - Growth
Rating
L 52Wk H
26.08
38.34
Investment Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investorsbased on their retirement planning goals. .

Category
  • Solution Oriented - Retirement Fund
Benchmark
  • CRISIL Short Term Debt Hybrid 75+25 Fund Index
Returns
Absolute
1M
-1.61%
3M
-1.66%
6M
11.71%
Annualised
1Y
39.60%
3Y
7.61%
5Y
12.93%
Historical NAV
NAV for scheme Tata Retirement Savings Fund Moderate -Regular Plan (Growth) is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Retirement Savings Fund - Moderate Plan - Growth

AUM

1360.56 Cr
Tata Retirement Savings Fund - Moderate Plan - Growth AUM is 154% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil on or after age of 60Y 1% before 61 months from the Date of allotment
Lock In Period - NIL

Expense Ratio

2.19%
Tata Retirement Savings Fund - Moderate Plan - Growth Expense Ratio is 58% lower than other schemes in the category

Turnover Ratio

85.28%
Tata Retirement Savings Fund - Moderate Plan - Growth Turnover Ratio is 356% higher than other schemes in the category