Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Tata Retirement Savings Fund - Conservative Plan - Growth
Rating
Fund
Time to Invest
Tata Retirement Savings Fund - Conservative Plan - Growth
NAV
26.9129
(22/09/2023)
L 52Wk H
24.70
27.16
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Tata Retirement Savings Fund - Conservative Plan - Growth

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Tata Retirement Savings Fund - Conservative Plan - Growth
Fund
NAV
26.9129
(22/09/2023)
Time to Invest
Tata Retirement Savings Fund - Conservative Plan - Growth
Rating
L 52Wk H
24.70
27.16
Investment Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investorsbased on their retirement planning goals. .

Category
  • Solution Oriented - Retirement Fund
Benchmark
  • CRISIL Short Term Debt Hybrid 75+25 Index
Returns
Absolute
1M
0.67%
3M
2.97%
6M
8.28%
Annualised
1Y
7.43%
3Y
7.13%
5Y
7.31%
Historical NAV
NAV for scheme Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Retirement Savings Fund - Conservative Plan - Growth

AUM

164.22 Cr
Tata Retirement Savings Fund - Conservative Plan - Growth AUM is 79% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil on or after age of 60Y 1% before 61 months from the Date of allotment
Lock In Period - 5 Years

Expense Ratio

2.17%

Turnover Ratio

NA