TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH
55.13
-0.47
as on 15-Apr-2024
SOLUTION ORIENTED
| RETIREMENT
30.1
1 YEAR RETURNS
14.42
3 YEAR RETURNS
12.8
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 | |
|---|---|---|---|---|---|---|
| NIPPON INDIA RETIREMENT FUND-INCOME GENERATION SCHEME-GROWTH PLAN GROWTH OPTION | 5 | 18.24 | 12.48 | 6.83 | 7.52 | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 19.56 | 12.42 | 8.23 | 8.43 | Buy |
| TATA RETIREMENT SAVINGS FUND - CONSERVATIVE PLAN - GROWTH | 4 | 28.64 | 13.45 | 7.07 | 7.65 | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID EQUITY PLAN - REGULAR - GROWTH | 3 | 34.2 | 27.47 | 16.99 | 15.19 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 3 | 44.13 | 37.19 | 25.7 | 20.76 | 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 |