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Tata Retirement Savings Moderate Fund
Fund Overview
| AUM (Fund size) | ₹2,180 Cr |
| Exit load | 1.0% |
| Lock-in Period | 5 Years |
| Age | 14 yrs 1 m since Oct 07, 2011 |
| Benchmark | CRISIL Hybrid 25+75 Aggressive Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.0% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata Retirement Savings Moderate Fund | -0.1% | 2.74% | 3.35% | 14.7% | 13.7% | 12.51% |
| UTI Retirement Fund | 0.84% | 1.7% | 5.68% | 11.98% | 12.69% | 9.65% |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 0.45% | 2.41% | 4.49% | 14.44% | 16.01% | 14.72% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 0.51% | 1.61% | 5.24% | 8.66% | 8.21% | 8.15% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 0.67% | 4.05% | 7.88% | 10.85% | 8.62% | 5.9% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 0.52% | 8.28% | 10.82% | 20.48% | 19.14% | 10.4% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Retirement Savings Moderate Fund | 11.24 | 0.95 | 0.70 | 0.95 |
| UTI Retirement Fund | 5.63 | 0.61 | 0.96 | 1.43 |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 8.59 | 0.76 | 0.94 | 1.45 |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 3.48 | 0.87 | 0.69 | 1.14 |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 4.23 | 1.02 | 0.98 | 1.40 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 12.61 | 1.10 | 1.05 | 1.60 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata Retirement Savings Moderate Fund | 2,180 Cr | 14 yrs 1 m | 2.0% |
| UTI Retirement Fund | 4,745 Cr | 30 yrs 10 m | 1.65% |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 1,729 Cr | 9 yrs 9 m | 2.06% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 161 Cr | 9 yrs 9 m | 2.14% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 88 Cr | 6 yrs 9 m | 2.12% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 998 Cr | 6 yrs 9 m | 2.17% |