Tata Retirement Savings Fund - Moderate (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Tata Retirement Savings Fund - Moderate (G) (13421) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Tata Retirement Savings Fund - Moderate (G)
Tata Asset Management Ltd
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Average Quality
Tata Retirement Savings Fund - Moderate (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2034 | Govt. Securities | 5.96% |
| Net CA & Others | Debt Others | 5.57% |
| Reliance Industries Ltd | Refineries | 3.67% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.45% |
| Radico Khaitan Ltd | Alcoholic Beverages | 3.39% |
| Solar Industries India Ltd | Aerospace & Defence | 3.38% |
| BSE Ltd | Financial Services | 3.35% |
| ITC Ltd | Tobacco Products | 3.09% |
| Tata Consultancy Services Ltd | IT - Software | 2.99% |
| Mahanagar Gas Ltd | Gas Distribution | 2.10% |
Sector Breakdown
Compare against Retirement Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
Tata Retirement Savings Fund - Moderate (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹243.06 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹221.35 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹80.24 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹77.87 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹65.84 | 16.12% | -3.31% | 15.01% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.30 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹54.17 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.35 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹50.12 | 6.75% | 1.91% | 11.67% |
| HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) | ₹44.57 | 11.44% | -0.12% | 15.77% |
Category Average Returns
Murthy Nagarajan
A seasoned investment professional with over 15 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.