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Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option

  • Retirement Funds
  • Moderately High
  • Current NAV

    ₹28.21 0.0448%

    18-03-2024
  • Annual Returns

    13.89%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

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Annual returns
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I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W -0.81% -1.68% 0.06%
1M 0.16% -0.21% 0.82%
3M 1.1% 2.69% 2.88%
6M 4.18% 7.73% 4.34%
1Y 13.89% 24.91% 9.05%
2Y 7.43% 12.83% 6.79%
3Y 6.44% 11.45% 6.35%
5Y 7.51% 10.67% 7.72%
ALL 8.75% 11.74% 8.75%

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Risk scale

Moderately High

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Fund Managers

Murthy Nagarajan
Murthy Nagarajan

Fund Manage - 10

Total AUM. - 14077Cr.

Sonam Udasi
Sonam Udasi

Fund Manage - 6

Total AUM. - 11480Cr.

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Portfolio Analysis

Equity29.13% Debt63% Others7.87%

Market Cap

Top 5 Sectors

Consumer Staples

Financial

Services

Energy

Capital Goods

Top 5 Companies

Reliance Industries Ltd.

HDFC Bank Ltd.

ITC Ltd.

Tata Consultancy Services Ltd.

Tata Consumer Products Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Capital Goods

Construction

Communication

Top 5 Companies

7.38% GOI 20/06/2027

7.17% GOI 17/04/2030

7.36% GOI 12/09/2052

7.27% GOI 08/04/2026

7.42% Power Finance Corporation Ltd. 19/11/2024

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Tata Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Tata India Pharma & Healthcare Fund-Regular Plan-Growth -2.03% 11.88% 19.33% 57.67% 22.58%
Tata Infrastructure Fund-Regular Plan- Growth Option -0.38% 8.44% 21.74% 56.44% 23.39%
Tata Business Cycle Fund-Regular Plan-Growth -1.63% 4.8% 15.57% 48.44% 0%
Tata Mid Cap Growth Fund Regular Plan- Growth Option -3.23% 0.87% 11.51% 47.03% 20.4%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth 0.54% 5.86% 15.33% 46.41% 0%
Tata Equity PE Fund Regular Plan -(Growth Option) -3.48% 3.56% 15.96% 45.5% 16.96%
Tata Dividend Yield Fund-Regular Plan-Growth -2.01% -0.57% 11.52% 40.59% 0%
See More About Tata Mutual Fund

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Quant Small Cap Fund-Growth

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Tata Small Cap Fund-Regular Plan-Growth

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AUM 5819.07Cr.

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Frequently Asked Questions

What is the current NAV of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option as of 18-03-2024 is 28.2068.

What is the expense ratio of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option is Rs 168.04 Crs.

Is Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment Consumer Staples, Financial, Services, Energy, Capital Goods.

How to start online SIP in Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option?

Redeeming your investments in Tata Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Murthy Nagarajan, Sonam Udasi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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