Tata Retirement Saving Mod Gr

Tata Retirement Saving Mod Gr Fund Details and Key Information

Tata Retirement Saving Mod Gr is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹2217.96 Cr

• Expense Ratio: 2.17%

• Cash Holding: 3.37%

• Plan Type: Growth

• Benchmark: CRISIL Hybrid 25+75-Aggressive TR INR

• Launch Date: 2011-11-01

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Tata Retirement Saving Mod Gr Returns and Performance

Tata Retirement Saving Mod Gr has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.56%

• 3 Months: 6.04%

• 6 Months: 11.14%

• 1 Year: 7.39%

• 3 Years: 0.39%

• 5 Years: 0.58%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Tata Retirement Saving Mod Gr Risk Level and Volatility

Understanding risk is important before investing. Tata Retirement Saving Mod Gr falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Tata Retirement Saving Mod Gr Portfolio Allocation

The asset allocation of Tata Retirement Saving Mod Gr shows how investments are distributed across asset classes.

• Equity Allocation: 83.04%

• Cash Allocation: 3.37%

This allocation plays a key role in determining the fund’s risk and return profile.

Tata Retirement Saving Mod Gr Sector Allocation

Tata Retirement Saving Mod Gr diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 6.78%

• Consumer Cyclical: 10.42%

• Consumer Defensive: 8.98%

• Energy: 6.43%

• Financial Services: 24.64%

• Healthcare: 4.41%

• Industrials: 11.85%

• Real Estate: 1.54%

• Technology: 5.84%

• Utilities: 2.14%

Sector allocation data helps investors understand which industries the fund is focusing on.

Tata Retirement Saving Mod Gr Fund House

Tata Retirement Saving Mod Gr is managed by:

AMC Name: Tata Asset Management Pvt Ltd

A strong fund house with a proven track record can improve investor confidence.

Tata Retirement Saving Mod Gr Minimum Investment

Investors can start investing in Tata Retirement Saving Mod Gr with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.