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Tata Retirement Savings Fund Moderate Plan Direct-Growth Tata Retirement Savings Fund Moderate Plan Direct-Growth Tata Retirement Savings Fund Moderate Plan Direct-Growth Tata Retirement Savings Fund Moderate Plan Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating Tata Retirement Savings Fund Moderate Plan Direct-Growth 4 5

Hybrid Aggressive Hybrid


1 Yr return


3 Yrs CAGR returns


5 Yrs CAGR returns


NAV as on 03 Feb

₹ 35.22 by 0.32 ( 1.77%)

Expense ratio


Lock-in period


Exit load


Fund Size (Cr)

₹ 1100.88

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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Top Holdings
Top 10 Sectors %
Financial 72.77
Health Care 61.15
Technology 42.85
Energy 38.59
FMCG 37.84
Sovereign 23.8
Others 21.48
Cons Durable 16.14
Services 13.04
Engineering 11.99
Top 10 Sectors %
Crude Oil & Natural Gas 8.51
Banking 7.37
Banking 7.06
Crude Oil & Natural Gas 7.03
Banking 6.57
Crude Oil & Natural Gas 6.52
Crude Oil & Natural Gas 6.28
Banking 5.94
Banking 5.89
Others 5.85
Fund house details
Fund House Tata Mutual Fund
Fund Manager Ennettee Fernandes
Fund Setup Date 01 Jan 2013
Address 9th Floor, Mafatlal Centre, Nariman Point, undefined
Contact 1800 209 0101
Email ID