Tata Retirement Savings Fund - Conservative Plan - Regular Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.48% | N/A |
| 2 Year Return | 20.17% | N/A |
| 3 Year Return | 34.54% | N/A |
| 4 Year Return | 48.15% | N/A |
| 5 Year Return | 69.39% | N/A |
| 6 Year Return | 75.62% | N/A |
| 7 Year Return | 123.60% | N/A |
| Expense Ratio | 1.83% | - |
AMC: TATA
Category: Solution Oriented • Retirement
Launch Date: 07 Oct 2011
Fund Manager: Mr. Sonam Udasi
Minimum Purchase: ₹5,000
Exit Load: Nil - If redemption or switch out on or after attainment of retirement age i.e. 60years. Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. Exit Load is 1% If redeemed before 61 months from the date of allotment.
Lock-in: 0
Risk: Low Risk
Tata Retirement Savings Fund - Conservative Plan - Regular Plan is managed by TATA and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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