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 Type
Open-ended
Scheme Category
Retirement
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 1061.19
Expense Ratio
0.95%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 54194
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Retirement |
| Benchmark Type | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 1061.19 |
| Expense Ratio | 0.95% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 54194 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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.
Launch Date
30 Jun 1995
Sponsor
NA
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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.