TATA RETIREMENT SAVINGS FUND - MODERATE PLAN - GROWTH
62.37
0.16
as on 17-Jan-2025
SOLUTION ORIENTED
| RETIREMENT
14.56
1 YEAR RETURNS
11.35
3 YEAR RETURNS
14.08
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 | |
|---|---|---|---|---|---|---|
| ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH | 5 | 28.99 | 17.12 | 17.57 | 21.91 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 47.74 | 12.28 | 16.46 | 21.98 | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 14.85 | 8.01 | 8.91 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 17.83 | 8.0 | 11.21 | NA | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 20.75 | 8.24 | 7.89 | 8.38 | 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 |