TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH
61.74
0.27
as on 14-Nov-2024
SOLUTION ORIENTED
| RETIREMENT
28.6
1 YEAR RETURNS
12.64
3 YEAR RETURNS
14.97
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
Additional PurchaseOption 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 | 48.53 | 27.84 | 17.38 | 23.36 | Buy |
ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH | 5 | 29.12 | 43.85 | 22.76 | 23.69 | Buy |
SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 18.27 | 20.11 | 12.09 | NA | Buy |
ICICI PRUDENTIAL RETIREMENT FUND HYBRID AGGRESSIVE PLAN GROWTH | 4 | 23.71 | 37.9 | 16.76 | 18.42 | Buy |
SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 14.94 | 14.18 | 9.08 | 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 |