TATA Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
- 1 yr return14.8%
- 3 yr return16.7%
- 5 yr return8.8%
- Expense Ratio2.08%
- Lock-in Period--
- Exit Load1%
- Fund Size (Cr)
1595.2 - NAV45.6
Performance Graph
- Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator 
- Show returns for: SIP Lumpsum
- Monthly SIP ()
- Investment years: 1 3 5
- Amount invested/month: -
- Time Period: 1 years
- Estimated Returns: 0
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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
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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
Fund House
- Fund House Tata Asset Management Limited
- Fund Manager Sonam Udasi
- Launch Date 04-Nov-11
- Address Mumbai - 400 051
- Email ID kiran@tataamc.com
- Website www.zfunds.in
- SID http://www.tatamutualfund.com/downloads/scheme-information-document