Tata Retirement Savings Fund - Conservative Plan (G)

4
Retirement Fund NAV 25.4119 0.1 18 October, 2021
  • 8.4%
  • 8Y 8M
Tata Retirement Savings Fund - Conservative Plan (G) was previously known as

Tata Retirement Savings Fund Conservative Plan-Plan A (G)

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 November, 2011
Benchmark CRISIL Short Term Debt Hybrid 75+25 Fund
Asset Size(Cr) 188 (As on Sept 30, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.13% (As on Sept 2021)
Fund Manager Sonam Udasi, Murthy Nagarajan, Ennettee Fernandes

Investment Returns (As on 18 Oct, 2021)

  • 3 Month 4.65%
  • 6 Month 8.68%
  • 1 Year 14.18%
  • 3 Year 10.93%
  • 5 Year 8.4%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Retirement Savings Fund - Conservative Plan (G) 14.18% 10.93% 8.4%
Tata Retirement Savings Fund - Progressive Plan (G) 46.3% 21.1% 16.03%

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