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Tata Retirement Savings Fund Moderate Plan Growth
+13.95%
3Y annualised
+0.20% 1D
NAV: 15 May '26
₹65.21
Min. for SIP
₹150
Fund size (AUM)
₹2,113.71 Cr
Expense ratio
2.60%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,458 | +2.43% | |
| 3 years | ₹1,80,000 | ₹2,01,565 | +11.98% | |
| 5 years | ₹3,00,000 | ₹3,86,869 | +28.96% | |
| 10 years | ₹6,00,000 | ₹10,74,638 | +79.11% |
Holdings (64)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Solar Industries India Ltd. | Chemicals | Equity | 4.40% |
| ICICI Bank Ltd. | Financial | Equity | 4.09% |
| Reliance Industries Ltd. | Energy | Equity | 3.90% |
| BSE Ltd. | Services | Equity | 3.70% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.29% |
| GOI | Sovereign | GOI Sec | 3.26% |
| Eternal Ltd. | Services | Equity | 2.87% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 2.77% |
| ITC Ltd. | Consumer Staples | Equity | 2.41% |
| HDFC Bank Ltd. | Financial | Equity | 2.30% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 2.19% |
| Kirloskar Pneumatic Company Ltd. | Capital Goods | Equity | 2.17% |
| Polycab India Ltd. | Capital Goods | Equity | 2.07% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 2.05% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.05% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.03% |
| 360 One Wam Ltd. | Financial | Equity | 1.98% |
| Muthoot Finance Ltd. | Financial | Equity | 1.91% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.87% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.85% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.66% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 1.65% |
| Nestle India Ltd. | Consumer Staples | Equity | 1.61% |
| Tata Capital Ltd. | Financial | Equity | 1.60% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 1.59% |
| Oil India Ltd. | Energy | Equity | 1.58% |
| Exide Industries Ltd. | Capital Goods | Equity | 1.58% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 1.50% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.46% |
| GOI | Sovereign | GOI Sec | 1.44% |
| Godrej Properties Ltd. | Construction | Equity | 1.41% |
| GOI | Sovereign | GOI Sec | 1.40% |
| HCL Technologies Ltd. | Technology | Equity | 1.38% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.37% |
| Coal India Ltd. | Energy | Equity | 1.33% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.18% |
| HDFC Bank Ltd. | Financial | Debenture | 1.18% |
| Adani Power Ltd. | Energy | Equity | 1.18% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 1.09% |
| Pricol Ltd. | Automobile | Equity | 1.09% |
| Fujiyama Power Systems Ltd. | Energy | Equity | 1.02% |
| Manappuram Finance Ltd. | Financial | Equity | 1.00% |
| GOI | Sovereign | GOI Sec | 0.95% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.95% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.95% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 0.93% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.85% |
| Shriram Finance Ltd | Financial | Equity | 0.80% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.79% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.79% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 0.71% |
| GOI | Sovereign | GOI Sec | 0.68% |
| Zensar Technologies Ltd. | Technology | Equity | 0.63% |
| Godrej Agrovet Ltd. | Consumer Staples | Equity | 0.57% |
| GOI | Sovereign | GOI Sec | 0.53% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.53% |
| GOI | Sovereign | GOI Sec | 0.46% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.35% |
| NHPC Ltd. | Energy | Debenture | 0.23% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.15% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.15% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.15% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.15% |
| GOI | Sovereign | GOI Sec | 0.10% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹150
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.9% | +11.8% | +12.3% | +13.8% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 10 | 17 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed before 61 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||
Fund management
MNMurthy NagarajanApr 2017 - PresentView details
MN
Murthy Nagarajan
Apr 2017 - Present
View details
SUSonam UdasiApr 2016 - PresentView details
SU
Sonam Udasi
Apr 2016 - Present
View details
About Tata Retirement Savings Fund Moderate Plan Growth
Tata Retirement Savings Fund Moderate Plan Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Retirement Savings Fund Moderate Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,27,427 Cr and the Latest NAV as of 15 May 2026 is ₹65.21.
The Tata Retirement Savings Fund Moderate Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed before 61 months.
;
Investment Objective
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Fund benchmarkCRISIL Hybrid 25+75 Aggressive Index
Fund house
Rank (total assets)#14 in India
Total AUM₹2,27,426.65 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,