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Invest in Mutual Fund

TATA RETIREMENT SAVING FUND

Fund Overview

Tata Retirement Savings Fund is a carefully structured suite of plans designed to meet the investment needs of investors planning for retirement. It works as a retirement solution by offering choice of asset allocation to investors based on their life stage and risk preference.

KEY ATTRIBUTES

Choice of asset allocation based on life stage and risk preference

Unique Auto-Switch & Auto-SWP facility takes away the hassles of adjusting the equity - debt proportion with increasing age

Load Free Switch facility (maximum 6 times)

3 plans to choose – Progressive, Moderate & Conservative

Who Should Invest?

  • Investors keen to save for retirement
  • Follow a life cycle based approach to retirement savings

  • Salaried employees looking for regular savings avenue for retirement

  • Self-employed who usually don’t have post-retirement benefits accruing to them

  • Investors seeking an alternative to traditional retirement saving avenues



SCHEME DETAILS

  • Type of Scheme

    •  An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier).
  • Category of scheme

    •  Retirement Fund
  • Investment objective

    • The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
  • Plans

    • Progressive Plan (an open-ended equity scheme) - (TRSFP)
    • Moderate Plan (an open-ended equity scheme) - (TRSFM).
    • Conservative Plan (an open-ended debt scheme) - (TRSFC).
    •  
    • Regular (Routed through Distributor) & Direct Plans
    •  1. Growth

This product is suitable for investors who are seeking*:

TRSF-PROGRESSIVE PLAN: • Long Term Capital Appreciation. • An equity oriented (between 85%-100%) savings scheme which provides tool for retirement planning to individual investors.

TRSF-MODERATE PLAN: • Long Term Capital Appreciation & Current Income. • A predominantly equity oriented (between 65%-85%) savings scheme which provides tool for retirement planning to individual investors.

TRSF-CONSERVATIVE PLAN: • Long Term Capital Appreciation & Current Income. • A debt oriented (between 70%-100%) savings scheme which provides tool for retirement planning to individual investors.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

Sip Investment

Frequency No. of instalments Min. Amt.
Daily / weekly / monthly 12 ₹ 150/-
monthly 6 ₹ 1000/-
Quarterly 6 ₹ 1000/-
4 Rs. 1,500/
Start an Sip

Minimum Investment Amount

Purchase ₹ 5000/-
Additional Purchase ₹ 1000/- and in multiples of ₹1/- thereafter
Redemption Amt./ Units ₹ 500/- or 50 units
*There is no minimum amount requirement in case unit holder is opting for an all units switch.
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