TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH
44.98
-0.05
as on 31-May-2023
SOLUTION ORIENTED
| RETIREMENT
13.25
1 YEAR RETURNS
17.49
3 YEAR RETURNS
8.41
5 YEAR RETURNS
5000.0
Minimum Investment150.0
Minimum SIP Investment1000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| NIPPON INDIA RETIREMENT FUND-INCOME GENERATION SCHEME-GROWTH PLAN GROWTH OPTION | 5 | 16.79 | 11.08 | 6.81 | 7.06 | Buy |
| TATA RETIREMENT SAVINGS FUND - CONSERVATIVE PLAN - GROWTH | 4 | 25.94 | 7.14 | 7.78 | 6.3 | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 17.84 | 10.08 | 9.36 | 7.3 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 3 | 34.01 | 21.77 | 34.31 | 14.96 | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID EQUITY PLAN - REGULAR - GROWTH | 3 | 28.11 | 17.78 | 23.97 | 12.03 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.51 |
| 2 | ICICI Bank Ltd | 5.88 |
| 3 | Reliance Industries Ltd | 5.49 |
| 4 | ITC Ltd | 4.98 |
| 5 | GSEC2029 | 4.09 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 15.16 |
| 2 | Banks - Private Sector | 12.51 |
| 3 | Finance & Investments | 10.51 |
| 4 | Banks | 7.53 |
| 5 | Refineries | 5.49 |