Tata Retirement Savings Fund Moderate (Hybrid, Hybrid Aggressive Hybrid)

55 yrs 1 monthsStarted on:01 Jan 1970
₹ 0 Cras on: 19 Mar 2021
Medium Horizon
0.00%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

Exit Load

An open ended retirement solution oriented scheme having a lock-in of 5 years or till attainment of retirement age, i.e. 60 years (whichever is earlier) from the date of allotment. Current Load structure (w.e.f 03.05.2019):Exit Load: 1% if redeemed before completion of one month after the lock-in period and NIL if redeemed after the completion of 61 months from the date of allotment. Exit load for investment will be applicable as on the date of allotment / date of registration in case of SIP and STP.

Scheme Documents

Similar Funds
UTI Hybrid Equity Fund
Current NAV 205.75
Return (CAGR) 0.00%
Value Research
SBI Equity Hybrid Fund
Current NAV 172.11
Return (CAGR) 0.00%
Value Research
DSP Equity & Bond Fund
Current NAV 200.76
Return (CAGR) 0.00%
Value Research
Aditya Birla SL Equity Hybrid 95 Fund
Current NAV 979.15
Return (CAGR) 0.00%
Value Research
Baroda Pioneer Hybrid Fund
Current NAV 69.3
Return (CAGR) 0.00%
Value Research
Kotak Equity Hybrid Fund
Current NAV 33.54
Return (CAGR) 0.00%
Value Research NA
Axis Childrens Gift Compulsory Lock In Fund
Current NAV 17.03
Return (CAGR) 0.00%
Value Research
Tata Hybrid Equity Fund
Current NAV 259.35
Return (CAGR) 0.00%
Value Research
Principal Retirement Savings Fund Progressive
Current NAV 15.51
Return (CAGR) 0.00%
Value Research NA
IDFC Asset Allocation Fund Of Funds Aggressive
Current NAV 27.13
Return (CAGR) 0.00%
Value Research
Nippon India equity hybrid fund
Current NAV 65.8
Return (CAGR) 0.00%
Value Research
Mirae Asset Hybrid Equity Fund
Current NAV 18.77
Return (CAGR) 0.00%
Value Research

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue

Murthy Nagarajan,Sonam Udasi,Ennette Fernandes


Other Funds Managed by Murthy Nagarajan,Sonam Udasi,Ennette Fernandes