Tata Retirement Savings Moderate Fund Direct Plan
To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
Suitability
This product is suitable for investors who are seeking
• Long Term Capital Appreciation.
• A predominantly equity oriented (between65%-85%) savings scheme which providestool for retirement planning to individualinvestors.
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Retirement |
| Benchmark Type | Crisil Balanced Fund Index |
| Expense Ratio | 0.95% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,061 |
| AMC AUM (in Crs.) | ₹ 54,194 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 12.02% | |
| 1000 | 1000 | 9.33% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 8 |
| ITC Ltd | Equity | 7 |
| ICICI Bank Ltd | Equity | 4 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
| Housing Development Finance Corp Ltd | Equity | 3 |
| Reliance Industries Ltd | Equity | 3 |
| Container Corporation of India Ltd | Equity | 3 |
| Dewan Housing Finance Corporation Limited | Bond - Corporate Bond | 3 |
| Hindustan Unilever Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 82 |
| Bond - Corporate Bond | 16 |
| Cash | 1 |
| Cash - Repurchase Agreement | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 19 |
| Bond - Corporate Bond | 16 |
| Tobacco | 7 |
| Diversified Industrials | 5 |
| Engineering & Construction | 4 |
Tata Mutual Fund
AUM
₹54,194 Cr
About
Tata is one of the most trusted brands in India and globally. It has been successful in every field it has ventured to. It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.##Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.##They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investors money in the best possible hands.
Email
kiran@tataamc.com
Phone
1800-209-0101
Address
1903, B-Wing, Parinee Crescenzo,,G-Block, Bandra Kurla Complex, Bandra East Mumbai 400051, Mumbai - 400051
Tata Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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