FAQ : Tata Retirement Savings Fund Moderate Plan - Growth

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(%) 28 12.72 13.53 11.25
Average Rolling Returns(%) 16.26 15.35 13.96 14.75

The Current NAV of Tata Retirement Savings Fund Moderate Plan - Growth is ₹54.15.

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 2.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Retirement Savings Fund Moderate Plan - Growth is currently ₹1,896 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 38% 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 : 82.77%, Debt : 17.24% 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

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