Tata Retirement Savings Moderate Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Retirement
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 885.74
Expense Ratio
1.24%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Jun 1995
Sponsor
NA
Email
kiran@tataamc.com
Phone
022 - 66578282
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed before the age of 60 yrs.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,964
Portfolio Value
₹-36
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.