Tata Retirement Savings Fund Moderate Plan

See the fund house's risk level(opens in a new tab) · Retirement

Tata Mutual Fund · Regular · Growth

Price per unit ₹65.05 on 15 Oct 2026

How it has done

Past performance may or may not be sustained in future and is not a guarantee of future returns.

+9.5% a year

Over the 3 years to 15 Oct 2026.

Price per unit (NAV)

What you pay and when you can withdraw

Smallest SIP: ₹150 a month
Smallest one-time amount: ₹5,000
Adding more later: From ₹1,000
Fee if you withdraw early (exit load): See the fund house's scheme documents.(opens in a new tab)
When you can withdraw: This type of fund can have a lock-in. See the scheme documents.(opens in a new tab)
Yearly running cost: Taken out of the fund's value every day, so it lowers your returns. It isn't billed separately.See the rate (expense ratio) on the fund house's site(opens in a new tab)
Stamp duty

More Retirement funds

Past performance may or may not be sustained in future and is not a guarantee of future returns. Listed by 3-year return, not a recommendation.

3- and 5-year returns are a year, on average.

ICICI Prudential Retirement Fund Pure Equity PlanRetirement · Smallest SIP ₹100+16.8%a year, over 3 years1-year return, total: +0.5%3-year return, a year on average: +16.8%5-year return, a year on average: +15.9%Smallest SIP: ₹100

Tata Retirement Savings Fund Moderate Plan

₹5 on every ₹1 lakh you invest (0.005%), paid to the government.

If you had invested

What a past investment would be worth today.

Amount each month

₹

Five thousand rupees

Based on actual past NAVs. Past performance may or may not be sustained in future and is not a guarantee of future returns. Leaves out stamp duty, early-withdrawal fees and tax. It is not a forecast.

₹5,000 a month for 36 months, from 16 Oct 2023, would be worth ₹1,92,404 on 15 Oct 2026.

You put in: ₹1,80,000
Worth now: ₹1,92,404
Yearly return: +4.4%

Fund details

Price per unit (NAV): ₹65.0523 on 15 Oct 2026
Risk level: See the fund house's risk level(opens in a new tab)
Fund house: Tata Mutual Fund
Plan: Regular plan, Growth option
Type: Retirement
SIP dates: Any date from 1 to 28
ISIN: INF277K01FH8
Scheme documents: Fund house website(opens in a new tab)

ICICI Prudential Retirement Fund Hybrid Aggressive PlanRetirement · Smallest SIP ₹100

+14.7%a year, over 3 years

+0.3%

+14.7%

+12.3%

₹100

Aditya Birla Sun Life Retirement Fund-30s PlanRetirement · Smallest SIP ₹500+13.9%a year, over 3 years+8.8%+13.9%+9.7%₹500

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