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TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH

62.0
-0.87 as on 19-Jul-2024
SOLUTION ORIENTED | RETIREMENT

30.94

1 YEAR RETURNS

14.61

3 YEAR RETURNS

15.1

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


200000.0

Minimum Investment

200000.0

Minimum SIP Investment

200000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH 5 49.38 38.48 23.05 23.03 Buy
ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH 5 29.54 52.05 30.38 23.67 Buy
ICICI PRUDENTIAL RETIREMENT FUND HYBRID AGGRESSIVE PLAN GROWTH 4 24.18 45.93 22.23 18.82 Buy
SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH 4 14.92 16.5 11.61 NA Buy
SBI RETIREMENT BENEFIT FUND CONSERVATIVE PLAN - REGULAR PLAN GROWTH 4 13.44 11.65 8.75 NA 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