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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Tata Retirement Savings Fund Progressive Plan Direct Growth

Solution Oriented
Retirement
4.0 star
INVEST NOW
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Tata Equity PE Fund Direct Growth

Equity
Value
4.0 star
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Tata Retirement Savings Fund Progressive Plan Direct Growth

(5.2%)

Tata Equity PE Fund Direct Growth

(-0.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.86%0.77%-
NAV₹35.0 (29-Sep-2020)₹141.5 (29-Sep-2020)-
Fund Started09-Jan-201301-Jan-2013-
Fund Size₹793Cr₹4,465Cr-
Returns
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1Y
5.2%
-0.1%
-
3Y
6.0%
1.4%
-
5Y
12.5%
11.0%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
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Cons
1. Risk-adjusted returns are lower compared to the category
1. 1Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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-
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Top 20
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P/E
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-
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P/B
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-
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Turn Over
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-
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Equity
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-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
9.4%
ICICI Bank Ltd.
6.8%
HDFC Bank Ltd.
6.5%
Dr. Reddy's Laboratories Ltd.
4.0%
Hindustan Unilever Ltd.
4.0%
Infosys Ltd.
3.4%
Kotak Mahindra Bank Ltd.
3.1%
HCL Technologies Ltd.
3.0%
Bharti Airtel Ltd.
2.7%
Tata Consumer Products Ltd.
2.5%
Name
Assets
Reliance Industries Ltd.
9.9%
Housing Development Finance Corpn. Ltd.
7.4%
HDFC Bank Ltd.
7.0%
Infosys Ltd.
7.0%
HCL Technologies Ltd.
5.5%
ITC Ltd.
5.0%
ICICI Bank Ltd.
4.7%
ACC Ltd.
3.1%
Escorts Ltd.
2.8%
Alembic Pharmaceuticals Ltd.
2.8%
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Fund Manager
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Name
Murthy Nagarajan
Sonam Udasi
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Education

Mr. Nagarajan is a M.Com, ICWA and PGPMS.

Mr. Udasi is a B.Com and also holds PGDM(Finance).

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Experience

Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..

Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).

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About Fund
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Description

Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

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Launch Date
30 Jun 1995
30 Jun 1995
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Custodian
Standard Chartered Bank
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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