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5431
Tata Retirement Savings Fund - Conservative (G)
6.97
4.45
5.72
-0.35
0.08
2.98
4.96
8.38
5
1.32
5.72
Tata Retirement Savings Fund - Conservative (G)
1.4
6.98
1.19
3.5
5 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    33.03

    04 Sep 2026

  • -0.07%

     1 Day

  • 6.97%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 150

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 2.16%

    Expense Ratio

  • 2

     Rating

  • 169 Cr

    Fund Size

  • 14 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 04 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.45%
  • 6.97%
  • 5.72%
  • 8.38

Scheme Allocation

By Holding By Sector By Asset
20.62%
9.02%
8.90%
8.78%
5.85%
46.83%
View All

Advance Ratio

  • 1.41Alpha
  • 1.55SD
  • 0.36Beta
  • 0.35Sharpe

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

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

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