Tata Retirement Savings Fund

Tata Retirement Savings Fund

F U N D   O V E R V I E W

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.

K e y   A t t r i b u t e s

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

3 plans to choose – Progressive, Moderate & Conservative

W h o   S h o u l d   I n v e s t   ?

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.

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 the Scheme : #RetirementFund.

Plans :
#Progressive Plan  (an open-ended equity scheme) - (TRSFP)

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

#Moderate Plan   (an open-ended equity scheme) - (TRSFM).

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

#Conservative Plan   (an open-ended debt scheme) - (TRSFC).

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

Investment Amount :
Min. Purchase Amount:  5,000 & in multiple of 1/thereafter.
Min. Additional Purchase Amount:  1,000 & in multiple of 1 thereafter.

Load Structure
Entry Load: Nil

Exit Load:
Nil - If redeemed / switched-out on or after attainment of retirement age, i.e.60 years of age.
Nil - In case of Auto switch-out of units on occurrence of "Auto-switch trigger event".
1% – If redeemed before 61 months from the date of allotment.

Investors should consult if in doubt about whether the product is suitable for them.

https://prajvalmadhavuchil.mutualfundpartner.com

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

When placing your order in Mutual Funds, kindly select "YES" when prompted if you are assisted. You will need to input my Employee Unique Identification Number. EUIN: E484653 and ARN 259045.

WhatsApp, 📞 9845211825, inbox here for hassle-free online investing in Mutual Funds.

Prajval Madhav Uchil 

Mutual Fund Distributor. 

EUIN: E484653 l ARN 259045.

#PrajvalMFD #Mangalore #Udupi #Manipal #Kasaragod #Karnataka #India #Investing #Wealth #Money #Growth #Mutualfunds #Equity #Debtfunds #Bonds #Commodities #MultiAsset #InternationalEquityFunds #PersonalFinance #MutualFundsSahiHai #SochaSamjhaRisk #Deshkarenivesh #InformedInvesting #2024goals

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