Hybrid | Solution Oriented - Retirement
3Y Returns
14.38%
Min SIP
₹150
Min Lumpsum
₹5000
Expense Ratio
0.64%
Fund Size
₹1917 Cr
Inception Date
04-Jan-13
Fund Manager
Sonam Udasi
Exit Load
Nil on or after age of 60Y, 1% before 61 months from the Date of allotment.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
81.03%
Debt & Others
18.97%
Market Cap Allocation
Large Cap
35.88%
Mid Cap
22.10%
Small Cap
23.05%
Other Cap
18.97%
Investment Objective
The Objective Of The Fund Is To Provide A Financial Planning Tool For Long Term Financial Security For Investorsbased On Their Retirement Planning Goals.
Fund House Detail
AMC Name
Tata Asset Management Limited
Address
1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051
Tata Retirement Savings Fund - Moderate Direct Plan - Growth
1Y
31.46%
3Y
14.38%
5Y
16.5%
Icici Prudential Retirement Fund Hybrid Aggressive Plan Direct Plan Growth
1Y
43.15%
3Y
19.12%
5Y
20.15%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan - Direct Plan- Growth Option
1Y
27.68%
3Y
16.09%
5Y
18.82%
Sbi Retirement Benefit Fund Aggressive Hybrid Plan - Direct Plan Growth
1Y
25.52%
3Y
15.47%
5Y
NA
Tata Retirement Savings Fund - Progressive Direct Plan - Growth
1Y
35.83%
3Y
15.2%
5Y
17.52%
Aditya Birla Sun Life Retirement Fund - The 40S Plan Direct Growth
1Y
28.15%
3Y
12.46%
5Y
13.39%
Uti Retirement Benefit Pension Fund-Direct Growth
1Y
22.46%
3Y
12.42%
5Y
14.38%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth
1Y
39.64%
3Y
12.35%
5Y
NA
Sbi Retirement Benefit Fund Conservative Hybrid Plan - Direct Plan Growth
1Y
16.62%
3Y
10.68%
5Y
NA
Franklin Pension Plan - Direct Plan - Growth
1Y
19.89%
3Y
10.15%
5Y
10.6%
Icici Prudential Retirement Fund Hybrid Conservative Plan Direct Plan Growth
1Y
16.48%
3Y
9.91%
5Y
10.58%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan - Direct Plan - Growth Option
1Y
15.31%
3Y
9.73%
5Y
10.12%
Axis Retirement Savings Fund - Conservative Plan Direct Growth
1Y
20.49%
3Y
8.99%
5Y
NA
Sbi Retirement Benefit Fund Conservative Plan - Direct Plan Growth
1Y
13.01%
3Y
8.97%
5Y
NA
Nippon India Retirement Fund-Income Generation Scheme Direct Plan-Growth Option
1Y
16.85%
3Y
8.77%
5Y
9.09%
Tata Retirement Savings Fund - Conservative Direct Plan - Growth
1Y
15.53%
3Y
8.23%
5Y
9.34%
Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Growth
1Y
14.43%
3Y
8.11%
5Y
7.43%
Bandhan Retirement Fund Direct Plan-Growth
1Y
24.66%
3Y
NA
5Y
NA
BSE Member code: 58371
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