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Tata Retirement Savings Fund Moderate Plan Regular Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock In
14.49%
3Y annualised
+0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2021₹43.24
Min. SIP amountNA
Rating3
Fund size₹1,608.29Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.5%14.5%14.7%15.6%
Category average42.2%12.7%12.2%NA
Rank with in category33227NA
Understand terms

Holdings (67)

NameSectorInstrumentAssets
FinancialEquity7.1%
FinancialEquity5.3%
EnergyEquity5.0%
TechnologyEquity3.5%
TechnologyEquity3.3%
FMCGEquity2.8%
TechnologyEquity2.5%
FinancialEquity2.4%
FMCGEquity2.4%
FinancialEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.13%

Inclusive of GST

Exit load

Exit load of 1% if redeemed before 61 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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).

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Murthy Nagarajan
Apr 2017 - Present
View details
Sonam Udasi
Apr 2016 - Present
View details
Ennette Fernandes
Jun 2018 - Present
View details

Fund house & investment objective

Fund house contact details

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