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Tata Retirement Savings Conservative Fund Direct growth
Hybrid • Retirement • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Direct growth
Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
5 years
NAV
as of 16 Apr 2026
₹37.48
+0.219% (0.10)
AUM
₹168 Cr
Expense ratio
1.02%
Benchmark
CRISIL Short Term Debt Hyb 75+25
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 61M
1%
If units sold after 61M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,93,078 Cr • Rank #10TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Murthy Nagarajan
Experience: 9.03 yrs • Total AUM: 1,26,977 Cr
Sonam Udasi
Experience: 10.03 yrs • Total AUM: 1,11,433 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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