Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 14.9 | 7.83 | 9.26 | 8.92 |
Average Rolling Returns(%) | 10.85 | 10.29 | 9.81 | 10.07 |
The Current NAV of Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan is ₹32.79.
It is better to invest in a fund with a longer track record as Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Short Term Debt Hybrid 75+25 Index returns, as Funds portfolio is significantly different.
Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan fund’s expense ratio is 0.96%
The process for redemption is
The AUM of Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan is currently ₹167 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ITC and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 7% and 11% of fund’s portfolio respectively.
Top three sectors of Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan fund are Others, Miscellaneous and BFSI accounting for 75% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan Fund is Solution Oriented - Retirement Fund.
Sonam Udasi and Murthy Nagarajan manage the Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan Fund.
Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan is Stocks : 29.47%, Debt : 70.50% and Gold : 0%
The minimum SIP amount for Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Retirement Savings Fund Conservative Plan - Growth - Direct Plan is Nil on or after age of 60 year, 1% before 61 months from the daysate of allotment