Tata Retirement Savings Conservative Fund Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.51
• Std Deviation 4.13%
• Tracking Error 0.00%

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.

The Tata Retirement Savings Conservative Fund Growth has an AUM of 173.90 crores & has delivered CAGR of 9.05% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.17%. The minimum investment in Tata Retirement Savings Conservative Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The top holdings of the fund include Cash / Net Current Asset, 7.38% Govt Stock 2027, 7.17% Govt Stock 2030 & 7.36% Govt Stock 2052.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Chemical Manufacturing & Software & Programming.

Some of the similar funds are SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth, SBI Retirement Benefit Fund - Conservative Plan Regular Growth, Nippon India Retirement Fund - Income Generation Scheme - Regular Growth, Tata Retirement Savings Conservative Fund Growth, Bandhan Retirement Fund Regular Growth. Tata Retirement Savings Conservative Fund Growth has a sharpe ratio of 0.51 & a standard deviation of 4.13%.