Compare Tata Retirement Savings Moderate vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2 | 2.27 |
NAV | ₹61.74 | ₹120.59 |
Fund Started | 07 Oct 2011 | 12 Dec 1994 |
Fund Size | ₹2161.97 Cr | ₹678.92 Cr |
Exit Load | Exit load of 1% if redeemed before 61 months. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 24.09% | 33.92% |
3 Year | 11.25% | 19.40% |
5 Year | 14.52% | 24.58% |
Holding Analysis
Equity | 77.62% | 72.58% |
Cash | 13.75% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Murthy Nagarajan | Satish Ramanathan |
Start Date | 03 May 2021 | 01 Oct 2024 |
About Fund
Description | The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 07 Oct 2011 | 12 Dec 1994 |
