Tata Retirement Savings Fund-Moderate
Net Assets(AUM)
₹1,741 Cr
Inception Date1 Nov 2011
CategorySolutions Retirement Fund
TypeOpen Ended Fund
BenchmarkRetirement Fund Peer Index
Category Rank2 nd in Retirement Fund Solutions
Min Investment Amount₹5,000
Min SIP Investment₹150
Expense Ratio1.9%
Sharpe Ratio1.0
Information Ratio-
Exit Load0-60 Years (1%),60 Years and above(NIL)

Note: Data shown as on : 31 Jul 2023


1 Year3 Year5 YearSince Inception

Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.

Past Return (Absolute)


Investors understand that their principal will be at Moderately High risk

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
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