|Min SIP Amount||₹500|
|NAV||₹45.76 (23 Jul 2021)|
|Fund Started||09 Jan 2013|
|Fund Size||₹1,462 Cr|
|ICICI Bank Ltd.||Financial||Equity||6.5%|
|Reliance Industries Ltd.||Energy||Equity||6.1%|
|HDFC Bank Ltd.||Financial||Equity||5.9%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.8%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||2.7%|
|Axis Bank Ltd.||Financial||Equity||2.5%|
|SBI Cards & Payments Services Ltd.||Financial||Equity||2.4%|
Tata Retirement Savings Fund Moderate Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 09 Jan 2013. Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Retirement Savings Fund Moderate Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,462 Cr and the Latest NAV as of 23 Jul 2021 is ₹45.76.
The Tata Retirement Savings Fund Moderate Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed before 61 months.
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Lock-in for 5 years or retirement, whichever is earlier. If average equity holding is >65%, 10% (After 1 year as per LTCG). If average equity holding is <65%, 20% with indexation benefit (post 3 years).