TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH
64.25
-0.23
as on 21-Oct-2024
SOLUTION ORIENTED
| RETIREMENT
30.94
1 YEAR RETURNS
14.61
3 YEAR RETURNS
15.1
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 | |
---|---|---|---|---|---|---|
ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH | 5 | 31.0 | 45.53 | 26.2 | 25.13 | Buy |
HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 50.77 | 38.48 | 23.05 | 23.03 | Buy |
SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 15.21 | 16.71 | 10.29 | NA | Buy |
SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 18.96 | 28.54 | 18.79 | NA | Buy |
HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 20.96 | 14.41 | 8.62 | 9.22 | 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 |