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: 2.04% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,067 Cr As on 30-04-2025(Source:AMFI)
Turn over: 59.39% | Exit Load: A) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nil. B) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event” - Nil. C) 1% -If redeemed before 61 months from the date of allotment.

63.4898

14.61%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 11.68
Sharpe Ratio 0.65
Alpha 1.28
Beta 1.07
Yield to Maturity 7.15
Average Maturity 4.05

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 10.91 20.08 17.8 19.29 11.91
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 13.48 - - - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 13.12 19.39 16.41 15.94 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 12.09 21.1 17.16 16.39 -
UTI Retirement Fund - Regular Plan 26-12-1994 11.96 15.49 14.39 16.35 9.66
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 11.57 20.4 16.38 16.5 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 11.01 20.88 17.98 18.42 -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 10.84 22.84 23.01 30.91 -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.75 10.76 10.95 8.75 7.45
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 9.88 22.34 19.38 21.06 13.14

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.71%

Others

20.3%

Large Cap

39.26%

Mid Cap

19.73%

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