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
36.6062
(25/01/2021)
L 52Wk H
22.79
37.61
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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
36.6062
(25/01/2021)
Time to Invest
Tata Retirement Savings Fund - Moderate Plan - Growth
Rating
L 52Wk H
22.79
37.61
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
2.05%
3M
11.26%
6M
18.33%
Annualised
1Y
16.04%
3Y
6.61%
5Y
14.05%
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

1314.72 Cr
Tata Retirement Savings Fund - Moderate Plan - Growth AUM is 135% 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

2.2%
Tata Retirement Savings Fund - Moderate Plan - Growth Expense Ratio is 59% lower than other schemes in the category

Turnover Ratio

88.27%
Tata Retirement Savings Fund - Moderate Plan - Growth Turnover Ratio is 291% higher than other schemes in the category