- Mutual Funds
- Tata Mutual Fund
- Tata Retirement Savings Conservative Direct Growth
Tata Retirement Savings Conservative Direct Plan Growth
₹ 36.31
NAV (May 05)
9.648%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
Scheme Information
Investment Objective
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Expense Ratio | 0.97 % |
Launched | - |
AUM in Crores | 172.1 |
ISIN | INF277K01QM5 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Short Term Debt Hybrid 75+25 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4.5 |
Beta | 0.6 |
Sharpe Ratio | 0.3 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
18.28%GOI
8.7%GOI
8.68%GOI
5.94%GOI
5.76%See all holdings
Allocation by Sector
Consumer Staples
5.29%Financial
5.14%Services
3.42%Technology
2.67%Energy
1.88%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Frequently Asked Questions
Loading...