Tata Retirement Savings Fund - Moderate-Dir Growth
-
NAV
75.88
as on 20 Dec 2024
-
₹-1.20 (-1.56%)
Last Change
-
17.00%
3Y CAGR returns
-
₹ 150
Min SIP -
₹ 5000
Min Lumpsum -
0.6%
Expense Ratio -
2,177 Cr
Fund Size -
11 Years
Fund Age
Returns and Ranks ( as on 20 Dec 2024 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 24.39%
- 17.00%
- 16.85%
- 16.56
- 4.80Alpha
- 2.96SD
- 0.72Beta
- 0.83Sharpe
- Exit Load
- Nil - If redeemed or switch out on or after attainment of retirment age i.e. 60years Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.
Murthy Nagarajan
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2,177
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 1,050
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 6,009
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 3,336
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2,108
Tata Mutual Fund
- AUM :
- 177,999Cr
- Address :
- 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
- Contact :
- +91022 62827777
- Email ID :
- service@tataamc.com
- Fund Name
-
- Equity
- Small Cap Fund
- AUM - ₹ 9,572
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,404
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,876
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,214
-
- Equity
- Mid Cap Fund
- AUM - ₹ 4,494
-
- Equity
- Value Fund
- AUM - ₹ 8,640
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,313
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 36,587
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 63,938
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,403
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 495
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in Tata Retirement Savings Fund - Moderate-Dir Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Retirement Savings Fund - Moderate-Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Tata Retirement Savings Fund - Moderate-Dir Growth has delivered 16.88% since inception
The NAV of Tata Retirement Savings Fund - Moderate-Dir Growth is ₹73.1343 as of 20 Dec 2024
The expense ratio of Tata Retirement Savings Fund - Moderate-Dir Growth is % as of 20 Dec 2024
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Tata Retirement Savings Fund - Moderate-Dir Growth 1991.29 CR as of 20 Dec 2024
The minimum SIP amount of Tata Retirement Savings Fund - Moderate-Dir Growth is 150
The top stock holdings of Tata Retirement Savings Fund - Moderate-Dir Growth are
- Net CA & Others - 11.73%
- HDFC Bank - 5.67%
- TCS - 3.88%
- ITC - 3.45%
- Zomato Ltd - 3.04%
The top sectors Tata Retirement Savings Fund - Moderate-Dir Growth has invested in are
- Debt - 11.86%
- Banks - 10.44%
- Industrial Products - 5.99%
- Consumer Durables - 5.96%
- Petroleum Products - 5.74%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Tata Retirement Savings Fund - Moderate-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Tata Retirement Savings Fund - Moderate-Dir Growth based on your investment objective and risk tolerance