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 | 0.66% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,151 |
| AMC AUM (in Crs.) | ₹ 54,194 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 13.23% | |
| 1000 | 1000 | 8.61% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 8 |
| ICICI Bank Ltd | Equity | 6 |
| Reliance Industries Ltd | Equity | 5 |
| ITC Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 4 |
| GOVT STOCK | Bond - Gov't Treasury | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| Axis Bank Ltd | Equity | 3 |
| Larsen & Toubro Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 84 |
| Bond - Gov't Treasury | 7 |
| Bond - Corporate Bond | 6 |
| Cash | 2 |
| Cash - CD Time Deposit | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 37 |
| Consumer Defensive | 13 |
| Consumer Cyclical | 9 |
| Industrials | 9 |
| Bond - Gov't Treasury | 7 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m