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Tata Retirement Savings Fund - Moderate Plan - Regular Plan

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Fund Overview

NAV (20 Jan 25)

₹ 62.41

AUM (in Cr)

₹ 2182.42

5 Years CAGR

% 14.30

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Tata Retirement Savings Fund - Moderate Plan - Regular Plan
-2.84
-3.20
0.67
16.78
12.48
14.30
Retirement
-5.60
-3.61
-0.31
12.48
11.06
13.21

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Expense Ratio
% 2.01
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
AUM
₹ 2182.42
Inception Date
07 Oct 2011
Turnover Ratio
% 53.53
Exit Load
Nil - If redemption or switch out on or after attainment of retirement age i.e. 60years. Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. Exit Load is 1% If redeemed before 61 months from the date of allotment.
Asset Class
Others
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Tata Mutual Fund

Total AUM

₹ 188187.62

No. of Schemes under this AMC

69

Phone

66578282

Email

service@tataamc.com

Incorporation Date

6/30/1995

Address

1903, B-Wing, Parinee Crescenzo,, G-Block, Bandra Kurla Complex,, Bandra East,

Mumbai - 400051

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Tata Retirement Savings Fund - Moderate Plan - Regular Plan

OthersRetirement
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