Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
Fund House: Tata Mutual Fund| Category: Retirement Fund |
| Launch Date: 01-11-2011 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 25+75 Aggressive Index |
| TER: 2.02% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,977.17 Cr As on (30-04-2024) |
| Turn over: 59.08% | Exit Load: Exit load of 1% if redeemed before 61 months. |
56.6915
0.56 (0.9834%)
14.83%
Benchmark: 12.47%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 2 Months
9 Years 7 Months
11 Years 10 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 9.89 |
| Sharpe Ratio | 0.91 |
| Alpha | 1.62 |
| Beta | 0.76 |
| Yield to Maturity | - |
| Average Maturity | 2.87 |
PEER COMPARISON
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.71%
Others
17.4%
Large Cap
37.68%
Mid Cap
22.21%
Scheme Documents
