Tata Retirement Savings Fund Moderate Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 09 Jan 2013. Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Retirement Savings Fund Moderate Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,151 Cr and the Latest NAV as of 13 Dec 2019 is ₹34.61.
The Tata Retirement Savings Fund Moderate Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed before 61 months..
The objective of the Fund is 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).
Scheme Information Document(SID)
Min for First Investment
Min for Second Investment
Exit load of 1% if redeemed before 61 months.