Tata Retirement Savings Fund Moderate -Direct Plan Growth

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

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.24

Age

NA Years

Fund Manager

Murthy Nagarajan

AuM (Rs Crores)

881.9443

Asset Class

Hybrid-Equity

Net Asset Value:

31.233

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 25+75 - Aggressive Index

Fund Type

Balanced

SEBI Category

Retirement Fund

Turnover Ratio(Monthly)

23.18%

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:

  • Banks (11.7)
  • Finance (11.2)
  • Automobile (5.41)
  • FMCG (5.33)
  • Tobacco Products (4.34)
  • Infrastructure Developers & Operators (4.19)
  • Miscellaneous (2.96)
  • Refineries (2.53)
  • Entertainment (2.52)
  • Leather (2.45)


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