Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.54 | 15.01 | 14.12 | 13.01 |
Average Rolling Returns(%) | 18.11 | 15.82 | 14.42 | 15.72 |
The Current NAV of Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan is ₹65.22.
It is better to invest in a fund with a longer track record as Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan fund’s expense ratio is 0.63%
The process for redemption is
The AUM of Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan is currently ₹1,918 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ITC and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 31% of fund’s portfolio respectively.
Top three sectors of Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan fund are BFSI, Others and FMCG accounting for 37% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan Fund is Solution Oriented - Retirement Fund.
Sonam Udasi and Murthy Nagarajan manage the Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan Fund.
Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan is Stocks : 81.30%, Debt : 18.73% and Gold : 0%
The minimum SIP amount for Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Retirement Savings Fund Moderate Plan - Growth - Direct Plan is Nil on or after age of 60 year, 1% before 61 months from the daysate of allotment