Tata Retirement Savings Fund - Moderate Plan

Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Tata Retirement Savings Fund - Moderate Plan
Rating
Fund
Time to Invest
Tata Retirement Savings Fund - Moderate Plan
NAV
28.6195
(16/08/2019)
L 52Wk H
26.65
31.21
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Tata Retirement Savings Fund - Moderate Plan

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Tata Retirement Savings Fund - Moderate Plan
Fund
NAV
28.6195
(16/08/2019)
Time to Invest
Tata Retirement Savings Fund - Moderate Plan
Rating
L 52Wk H
26.65
31.21
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
-3.09%
3M
-1.31%
6M
1.94%
1Y
-6.16%
3Y
8.57%
5Y
12.36%
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

AUM

1048.85 Cr
Tata Retirement Savings Fund - Moderate Plan AUM is 166% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil on or after age of 60Y 1% before age of 60Y
Lock In Period - NIL

Expense Ratio

2.28%
Tata Retirement Savings Fund - Moderate Plan Expense Ratio is 60% lower than other schemes in the category

Turnover Ratio

53.35%
Tata Retirement Savings Fund - Moderate Plan Turnover Ratio is 349% higher than other schemes in the category