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Business News/Market/Market Stats/    Tata Retirement Savings Moderate Fund Growth

Tata Retirement Savings Moderate Fund Growth

+
  • Solutions Oriented
  • Retirement
  • Rating 5
  • Plan
57.64 -0.27 (-0.47%) NAV as on 28 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1977.17
  • CAGR 29.46%
  • Exit Load1.00%
  • Expense ratio2.02%
  • CategorySolutions Oriented
  • Min Investment5000
  • Min SIP150
  • Launch Date2011-11-01

Morning Star Rating 5

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 30 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash / Net Current Asset
  • 76.86
  • 3.89%
  • ITC
  • 68.66
  • 3.47%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.90
  • Std Deviation 9.89%
  • Tracking Error 0.00%

About Fund

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 1977.17 crores & has delivered CAGR of 13.50% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.02%. 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 HDFC Bank, Reliance Industries, Cash / Net Current Asset & 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 Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth, HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan, 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 0.90 & a standard deviation of 9.89%.

FAQs about Tata Retirement Savings Moderate Fund Growth

According to the morning star rating Tata Retirement Savings Moderate Fund Growth has a Moderate risk & Exceptional return.
Tata Retirement Savings Moderate Fund Growth is managed by Murthy Nagarajan,Sonam Udasi.
The expense ratio of Tata Retirement Savings Moderate Fund Growth is 2.02%.
The 5 year annualized return on Tata Retirement Savings Moderate Fund Growth is 13.50% & it has generated 29.46% in the last 1 year.
The minimum investment in Tata Retirement Savings Moderate Fund Growth is 5000 Rs.
Tata Retirement Savings Moderate Fund Growth has an AUM of 1977.17 crores.
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