Tata Retirement Savings Moderate Fund Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.80
• Std Deviation 9.77%
• Tracking Error 0.00%

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.

The Tata Retirement Savings Moderate Fund Growth has an AUM of 1918.01 crores & has delivered CAGR of 12.82% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in Tata Retirement Savings Moderate Fund Growth is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Cash / Net Current Asset, HDFC Bank, Reliance Industries & ITC.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Chemical Manufacturing.

Some of the similar funds are HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan, Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth, Tata Retirement Savings Progressive Fund Growth, Tata Retirement Savings Moderate Fund Growth, SBI Retirement Benefit Fund - Aggressive Plan Regular Growth. Tata Retirement Savings Moderate Fund Growth has a sharpe ratio of 0.80 & a standard deviation of 9.77%.