Tata Retirement Savings Fund-Direct Plan Growth

Tata Retirement Savings Fund-Direct Plan Growth of Tata Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.54

Age

NA Years

Fund Manager

Murthy Nagarajan

AuM (Rs Crores)

498.7717

Asset Class

Multi-Cap

Net Asset Value:

29.4078

Rating

2

Exit Load

0.01

Benchmark

S&P BSE Sensex TRI

Fund Type

Multi Cap

SEBI Category

Retirement Fund

Turnover Ratio(Monthly)

31.92%

Fund Manager Details:

Murthy Nagarajan M.COM,PGPMS, ICWA (Inter) Prior to joining Quantum AMC he has worked with Tata AMC, Mirae Asset Global Investment India Ltd. and Tata Asset Management Ltd.

Objective:

To Provide a financial tool for long term financial security for investors based on their retirement planning goals.

Top Holdings:

  • Finance (13.54)
  • Banks (13.24)
  • Automobile (6.55)
  • FMCG (6.47)
  • Tobacco Products (5.16)
  • Infrastructure Developers & Operators (4.93)
  • Miscellaneous (3.8)
  • Retail (3.52)
  • Entertainment (3.5)
  • IT - Software (3.2)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition