NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹62.33
1.08%
NAV as on 23 Nov 24, 12:00 AM
very high risk
retirement
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
retirement
equity
22.85%p.a.
Last 1Y
12.71%p.a.
Last 3Y
14.85%p.a.
Last 5Y
15.28%p.a.
Since Inception
About Tata Retirement Savings Moderate Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Retirement Savings Moderate Fund Growth scheme from Tata Asset Management Limited. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Nov 2011, Tata Retirement Savings Moderate Fund Growth is Retirement fund of its category with 2,161.97 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
- Tata Retirement Savings Moderate Fund Growth delivered 22.9% annual returns during the last year. It has delivered 15.3% average annual returns since the fund was launched.
- Tata Retirement Savings Moderate Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
Top 10 Holdings
HDFC Bank Ltd
5.52%
ITC Ltd
3.56%
Radico Khaitan Ltd
2.93%
BSE Ltd
2.73%
Zomato Ltd
2.65%
Kirloskar Pneumatic Co Ltd
2.34%
Tata Consultancy Services Ltd
2.31%
Reliance Industries Ltd
2.30%
Solar Industries India Ltd
2.24%
Mahanagar Gas Ltd
2.10%
Fund Managers
- Murthy Nagarajan (Apr 2017 - Present)
- Sonam Udasi (Apr 2016 - Present)
Key Information
View Scheme Document
Tata Retirement Savings Moderate Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Tata Retirement Savings Moderate Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Retirement Savings Moderate Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Retirement Savings Moderate Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
HDFC Retirement Savings Fund - Equity Plan - Plan
very high risk | equity
19.1%
Nippon India Retirement Fund - Wealth Creation Scheme - Growth
very high risk | equity
16.8%
SBI Retirement Benefit Fund - Aggressive Plan Growth
very high risk | equity
15.2%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved