Tata Retirement Savings Moderate Fund Growth - Latest NAV, Returns, Performance & Portfolio

Tata Retirement Savings Moderate Fund Growth

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    10.9%
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    (+0.09)31.3812

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years10.9%
3 Years13.26%
1 Year10.17%
6 Months6.09%
Fund Details
ISININF277K01FH8
RiskModerately High risk
Fund TypeRetirement
NAV31.3812
Exit Load1% for 1835 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd7.51%
ICICI Bank Ltd5.88%
Reliance Industries Ltd5.49%
ITC Ltd4.98%
7.26% Govt Stock 20294.09%
Kotak Mahindra Bank Ltd3.96%
GOVT STOCK3.64%
Housing Development Finance Corp Ltd3.34%
Larsen & Toubro Ltd3.21%
Axis Bank Ltd2.67%

About Tata Retirement Savings Moderate Fund

Being an open-ended fund, the scheme aims to provide an investment tool for investor’s retirement planning to suit their risk profile with long term financial security. The lock-in period of the scheme is 5 years or till retirement age.

Pros and Cons of Tata Retirement Savings Moderate Fund

This scheme is suitable for the investors seeking: 1. A saving scheme which provides investors tool for retirement planning. 2. Long term capital appreciation with financial security. 3. The fund comprises of three open-ended plans, irrespective of the age investors can invest in any of the plan.

Fund Information and Statistics of Tata Retirement Savings Moderate Fund

Inception/ Launch Date

The Tata Retirement Savings Moderate Fund was launched on 1 November 2011 by Tata Mutual Fund.

Risk Level

The scheme has a moderately high level of risk. The returns from investment in this fund can increase or decrease depending on the factors affecting the income and values generated by the fund’s portfolio of securities. The factors affecting the capital markets such as interest risks, volatility in the stocks, price and volume, taxation, political and other developments involves the risk of returns of individual’s investment. There is no assurance that the objective of the scheme will be achieved.

Redemption

The units of the fund can be redeemed within 10 business days from the date of acceptance of the redemption request.

Fund Manager

Mr.Sonam Udasi since April 2016, Mr.Murthy Nagarajan since April 2017 and Ms. Ennettee Fernandes since June 2018 are the fund managers of Tata Retirement Savings Moderate Fund.

Entry/ Exit load

The entry load is not applicable for all the funds under this scheme. The exit load of 1% is applicable if units redeemed before attainment of retirement age or 60 years.

Tax benefits of investing in Tata Retirement Savings Moderate Fund

The following taxes are applicable to income arising from investing in this scheme:

  • Short-term capital gains are taxed at 15%
  • Long-term capital gains in excess of Rs. 1 lakh are taxed at 10% without indexation benefits.

About TATA Mutual Fund

TATA being one of the most valued brands of India has won the trust of its mutual fund investors with its coherent performance. TATA Mutual Fund is an ideal opportunity for the investors who look forward for long- term appreciation. The fund focuses and provides transparency and rigorously neutralized risks by its overall excellence.

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Frequently Asked Questions

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Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns