Tata Asset Management Limited

TATA Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option

HybridSolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return14.8%
  • 3 yr return16.7%
  • 5 yr return8.8%
  • Expense Ratio2.08%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees1595.2
  • NAVRupees45.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC BANK LTD 8.5
  • ICICI BANK LTD 5.9
  • ITC LTD 4.7
  • RELIANCE INDUSTRIES LTD 4.5
  • REPO 3.1
  • SBI CARDS AND PAYMENT SERVICES LTD 2.8
  • TATA CONSULTANCY SERVICES LTD 2.7
  • RADICO KHAITAN LTD 2.3
  • CERA SANITARYWARE LTD 2.2
  • METRO BRANDS LTD 2.2
  • KOTAK MAHINDRA BANK LTD 2.1
  • Sectors %
  • Banks20.9
  • Consumer Durables7.3
  • Industrial Products6.9
  • Govt-Sec5.8
  • Internet and Technology5.6

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