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Tata Retirement Savings Moderate

NAV : 59.322 as of 13 March, 2026

Overview

₹ 2,068.92 Cr

Fund size

₹ 150

Min SIP

₹ 5000

Lumpsum

07 October 2011

Launch date

Growth

Fund plan

Regular

Scheme type

2

Rating by Value Research

Return Calculator

5,000

Over the past

Total Investment of ₹3,00,000
Monthly SIP of 5,000 would have become 3,83,870 in 5 years with a gain of 83,870 (+21.85%)

Disclaimer: Past performance is not an indicator of future returns

Top Holdings

Equity Holding(s) Distribution

Other Scheme Info

Expense Ratio

Inclusive of GST

2.05%
Stamp Duty

0.005%
Exit Load

Exit load of 1% if redeemed before 61 months.

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View Scheme Document
Tata Retirement Savings Moderate
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Tata Retirement Savings Moderate Managers

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Fund House

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Tata Mutual Fund

Total AUM: 223665.36Cr

Tata mutual fund is managed by Tata Asset Management Ltd., part of the prestigious Tata Group. Established in March 1994, Tata Asset Management Private Limited boasts over 29 years of experience in investment management and provides a comprehensive suite of services to investors, including financial planning and fund management. In June 1995, Tata Mutual Fund secured registration with the Securities and Exchange Board of India (SEBI). As of November 2025, the fund house manages assets crossing Rs. 223,665.36 crores.
Learn more about Tata Mutual Fund

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FAQ for Tata Retirement Savings Moderate