To provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
The Tata Retirement Savings Conservative Fund Growth has an AUM of 157.87 crores & has delivered CAGR of 6.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.18%. 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 & Moderate respectively.
The major sectors where the fund is invested are Regional Banks, Investment Services, Food Processing & Oil & Gas Operations.
Some of the similar funds are HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan, Tata Retirement Savings Conservative Fund Growth, SBI Retirement Benefit Fund - Conservative Plan Regular Growth, Nippon India Retirement Fund - Income Generation Scheme - Regular Growth, Bandhan Retirement Fund Regular Growth. Tata Retirement Savings Conservative Fund Growth has a sharpe ratio of 0.08 & a standard deviation of 5.00%.
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