Create stable, long-term investment portfolio with strong, consistent stocks.
Start Research-backed Investing ...Now.
Tata Retirement Savings Fund Moderate Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 30.7 | 13.37 | 12.46 | 11.47 |
| Average Rolling Returns(%) | 16.38 | 15.33 | 13.96 | 14.67 |
The Current NAV of Tata Retirement Savings Fund Moderate Plan - Growth is ₹55.13.
It is better to invest in a fund with a longer track record as Tata Retirement Savings Fund Moderate Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Short Term Debt Hybrid 75+25 Index returns, as Funds portfolio is significantly different.
Tata Retirement Savings Fund Moderate Plan - Growth fund’s expense ratio is 2.02%
The process for redemption is
The AUM of Tata Retirement Savings Fund Moderate Plan - Growth 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 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 Fund is Solution Oriented - Retirement Fund.
Sonam Udasi and Murthy Nagarajan manage the Tata Retirement Savings Fund Moderate Plan - Growth Fund.
Tata Retirement Savings Fund Moderate Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Retirement Savings Fund Moderate Plan - Growth is Stocks : 81.30%, Debt : 18.73% and Gold : 0%
The minimum SIP amount for Tata Retirement Savings Fund Moderate Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Retirement Savings Fund Moderate Plan - Growth is Nil on or after age of 60 year, 1% before 61 months from the daysate of allotment
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Download APP
