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
29.2949
(01/07/2020)
L 52Wk H
22.79
32.43
Login using to know what your Friends are Investing !

Tata Retirement Savings Fund - Moderate Plan - Growth

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Tata Retirement Savings Fund - Moderate Plan - Growth
Fund
NAV
29.2949
(01/07/2020)
Time to Invest
Tata Retirement Savings Fund - Moderate Plan - Growth
Rating
L 52Wk H
22.79
32.43
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
  • S&P BSE SENSEX - TRI
  • CRISIL Short Term Debt Hybrid 75+25 Fund Index
Returns
1M
4.14%
3M
18.49%
6M
-7.23%
1Y
-3.10%
3Y
3.42%
5Y
7.25%
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

1033.81 Cr
Tata Retirement Savings Fund - Moderate Plan - Growth AUM is 172% 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

2.23%
Tata Retirement Savings Fund - Moderate Plan - Growth Expense Ratio is 59% lower than other schemes in the category

Turnover Ratio

81.23%
Tata Retirement Savings Fund - Moderate Plan - Growth Turnover Ratio is 313% higher than other schemes in the category