GulaQ

TATA RETIREMENT SAVINGS FUND-MODERATE DIRECT PLAN - GROWTH

Allocation
Retirement
5
(-0.04%)

Returns

N/A

1 Year Return

NAV

₹27.69

as 27th Mar 2020

Min. SIP Amount

₹500.00

Created with Highstock 6.2.0LowModerateHigh
Created with Highstock 6.2.0Historical NAV201320142015201620172018201920202014201620182020102030400Zoom1m3m6mYTD1yAllFromDec 31, 2012ToMar 27, 2020
Investment Performance
  • This Mutual Fund

    Profit (absolute return)

    -₹729.36

    -14.58%

Created with Highstock 6.2.0₹5.17K₹5.17K₹5.34K₹5.34K₹5.00K₹5.00K₹5.00K₹5.00K₹-779.36₹-779.36₹-729.36₹-729.36Bank AccountFixed DepositRegular MFGULAQ MF-2k-1k01k2k3k4k5k6k

Min Lumpsum Amount

₹5,000.00

Expense Ratio

0.66%

Exit Load

1.00% if redeemed within 12 months.


Fund Details

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5

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Company Allocation

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5

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Created with Highstock 6.2.0LowModerateHigh
Investment Performance
  • This Mutual Fund

    Profit (absolute return)

    -₹729.36

    -14.58%

Created with Highstock 6.2.0₹5.17K₹5.17K₹5.34K₹5.34K₹5.00K₹5.00K₹5.00K₹5.00K₹-779.36₹-779.36₹-729.36₹-729.36Bank AccountFixed DepositRegular MFGULAQ MF-2k02k4k6k
Other Details

TATA Retirement Savings Moderate 

 

About TATA Retirement Savings Moderate 

 

It is a Solution Oriented Mutual Fund Scheme that was launched by Tata Mutual Fund. Later on, it was introduced on 1st Nov 2011 to its investors. Currently, the fund is managed by Sonam Udasi, and Murthy Nagarajan. Also, the fund growth is rated moderately high risk. The minimum SIP investment is INR 500, and, minimum lumpsum investment is INR 5000. The AUM of the scheme is of INR 1,146 Cr & the latest NAV is INR 31.46 as of Nov 2019. 

 

Investment Objective 

 

The objective is to provide a financial planning tool for long-term financial security for investors typically based on their retirement planning goals. 

 

Pros of Tata Retirement Savings Moderate 

 

  • Risk is lower as compared to the benchmark 

  • 1-year returns are higher than the benchmark 

  •  

About Tata Mutual Fund 

 

TataMutual Fund has been set up as a trust under the Indian Trusts Act, 1882. It’s part of the Tata Asset Management Company. The goal behind the Tata Asset Management philosophy is mainly seeking consistent, long-term results.