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Tata Retirement Savings Moderate Fund Direct Plan Growth

AllocationRetirement

77.90

0.22(0.28%)

NAV as on 02 Jan, 2026

CAGR

16.37%

Top Performer

This scheme has consistently delivered the best returns in its Retirement category across .

Returns

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AUM (Crs.)2,191.20
Expense Ratio0.59 %
Sharpe Ratio / Category Average0.85
Standard Deviation / Category Average11.13
Beta / Category Average-
Portfolio Turnover / Category Average47.13 / 44.31
Top 5 Stocks Wt.23.77
Top 10 Stocks Wt.39.89
Top 3 Sectors Wt.50.98
Investment StyleLarge Growth
Morningstar Rating

Performance

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Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

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Weightage by Market Cap

Concentration

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Avg. Market Cap--
Top 10 Stocks--
Top 5 Stocks--
Top 3 Sectors--

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Fundamentals

Measures	Fund	Category Average

Risk Metrics

Peers

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Mutual Fund	AUM (cr.)	3YReturns

Holdings

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About

Fund Manager(s)Check History
Sonam Udasi, Murthy Nagarajan
Launch Date01 Jan, 2013
BenchmarkS&P BSE 500

Objective

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

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