Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option
Fund House: Tata Mutual Fund| Category: Retirement Fund |
| Launch Date: 01-01-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 25+75 Aggressive Index |
| TER: 0.63% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,008 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 59.39% | Exit Load: Exit load of 1% if redeemed before 61 months. |
75.5118
0.38 (0.5063%)
15.92%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
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
2 Years 0 Months
7 Years 11 Months
8 Years 9 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 | 11.7 |
| Sharpe Ratio | 0.78 |
| Alpha | 2.66 |
| Beta | 1.08 |
| Yield to Maturity | 7.15 |
| Average Maturity | 4.05 |
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
20.71%
Others
20.3%
Large Cap
39.26%
Mid Cap
19.73%
