Tata Retirement Savings Fund - Conservative Plan (G)

4
Retirement Fund NAV 20.0239 0.21 13 September, 2019
  • 8.01%
  • 8Y 12M

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) 130.98 (As on Jul 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1 % For 05 Years
Expense Ratio 2.23 % (As on Jul 31, 2019)
Fund Manager Sonam Udasi , Murthy Nagarajan , Ennettee Fernandes

Investment Returns (As on 13 Sep, 2019)

  • 3 Month -0.3%
  • 6 Month 2.02%
  • 1 Year 4.78%
  • 3 Year 6.31%
  • 5 Year 8.01%
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) 4.78% 6.31% 8.01%
Tata Retirement Savings Fund - Progressive Plan (G) -4.09% 9.52% 10.82%

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