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  • Tata Retirement Savings Conservative (G)
TATA Mutual Fund

Tata Retirement Savings Conservative (G)

OthersRetirement Fund

30.682

NAV (Oct 30)

8.135%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

30.682

NAV (Oct 30)

Fund Returns

Last 1Y
14.4%
Last 3Y
7%
Last 5Y
8.1%
Last 10Y
8.4%
Since Inception
9%
6 Month CAGR
6%

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
2.17%
Launched 12Y ago
2011-11-01
AUM in Crores
178.2
ISIN
INF277K01FI6
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
Beta
0.7
Sharpe Ratio
0.4
YTM
-
Fund Managers

Murthy Nagarajan

Fund Manager

Sonam Udasi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Retirement Savings Conservative (G)70%8,92,558 1,59,9468.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-20

Top Stock Holdings

Others

18.28%
18.28%

GOI

8.7%
8.7%

GOI

8.68%
8.68%

GOI

5.94%
5.94%

GOI

5.76%
5.76%
See all holdings

Allocation by Sector

Consumer Staples

6.09%
6.09%

Services

4.32%
4.32%

Financial

3.95%
3.95%

Capital Goods

2.66%
2.66%

Energy

2.52%
2.52%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,200 cr

₹ 2,123 cr

₹ 26,417 cr

₹ 4,523 cr

₹ 10,307 cr

amc-img

About the AMC

Tata Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years. amc-img
phone-img1800-209-0101
email-imgservice@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

14.5%

18.1%

14.2%

16.5%

27.2%

15.8%

6.4%

6.7%

11.3%

12.8%

Tata Retirement Savings Conservative (G) Review

Tata Retirement Savings Conservative (G) is a Retirement Fund Others fund and has delivered an annualised return of 8.99% over 12 years. The fund has grown over a period of 12 years. The fund is managed by Tata Mutual Fund. The fund managers are Murthy Nagarajan, Sonam Udasi.

Nav of Tata Retirement Savings Conservative (G) as of 10/30/2024 is ₹30.68 with the total AUM as of 10/31/2024 is ₹178.18. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Retirement Savings Conservative (G) was launched on 2011-11-01. The category risk of the fund is Moderately High.

The minimum SIP amount for Tata Retirement Savings Conservative (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Tata Retirement Savings Conservative (G)?

It is a Retirement Fund Others scheme predominantly investing across Others instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Retirement Savings Conservative (G)?

You can invest in Tata Retirement Savings Conservative (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Retirement Savings Conservative (G)?

The minimum sip amount for Tata Retirement Savings Conservative (G) is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Tata Retirement Savings Conservative (G)?

The expense ratio of the Tata Retirement Savings Conservative (G) is 2.17% for regular plan.

What is the NAV of Tata Retirement Savings Conservative (G)?

Today's Tata Retirement Savings Conservative (G) NAV is ₹30.68.