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17416
5431
Tata Retirement Savings Fund - Conservat-Dir (G)
6.89
-0.26
5.90
-1.81
-3.72
-3.11
-0.43
9.18
5
1.33
5.9
Tata Retirement Savings Fund - Conservat-Dir (G)
1.33
5.9
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    37.52

    23 Oct 2026

  • -0.56%

     1 Day

  • 6.89%

    3Y CAGR returns

This fund doubles your investment in 9 years, 6 months & 25 days.

Invest Now

  • ₹ 150

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.06%

    Expense Ratio

  • 2

     Rating

  • 165 Cr

    Fund Size

  • 13 Years

    Fund Age

SIP Calculator

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Scheme Performance

Returns and Ranks ( as on 23 Oct 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -0.26%
  • 6.89%
  • 5.90%
  • 9.18
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
20.67%
9.48%
9.15%
9.14%
8.89%
42.67%
View All

Advance Ratio

  • 2.53Alpha
  • 1.64SD
  • 0.37Beta
  • 0.38Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil - If redeemed or switch out on or after attainment of retirment age i.e. 60years Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To Provide a financial tool for long term financial security for investors based on their retirement planning goals.

Fund Managers

Murthy Nagarajan

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

Peer Comparison

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More Funds from Tata Mutual Fund

5431
  • Fund Name

AMC Contact Details

  • Address :
  • 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com

Mutual Fund by Category

Equity Debt Hybrid

Large Cap

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Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

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Ultra Short Duration

Liquid Mutual

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Equity Savings Mutual

Aggressive Hybrid Mutual

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