TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH
54.15
0.1
as on 27-Mar-2024
SOLUTION ORIENTED
| RETIREMENT
32.66
1 YEAR RETURNS
13.65
3 YEAR RETURNS
12.64
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 | 18.26 | 14.18 | 6.91 | 7.59 | Buy |
HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 19.48 | 13.69 | 8.3 | 8.31 | Buy |
TATA RETIREMENT SAVINGS FUND - CONSERVATIVE PLAN - GROWTH | 4 | 28.45 | 14.64 | 6.83 | 7.59 | Buy |
HDFC RETIREMENT SAVINGS FUND - HYBRID EQUITY PLAN - REGULAR - GROWTH | 3 | 33.89 | 30.84 | 17.0 | 15.2 | Buy |
HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 3 | 43.67 | 41.96 | 25.57 | 20.65 | 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 |