Tata Retirement Savings Fund - Conservat-Dir (G)

Tata Retirement Savings Fund - Conservat-Dir (G)

Moderately HighDebtHybrid
Not Rated
Loading...

Scheme Details

-%

Expense Ratio

₹174 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
12.74%
7.87%
9.24%
10.2%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Retirement Savings Fund - Conservat-Dir (G)
12.74%
B
BOI AXA Credit Risk Fund - Direct
6.55%
N
Nippon India CPO Fund II - Plan A - Direct (G)
9.66%
H
HDFC Dynamic PE Ratio Fund of Funds - Dir (G)
17.13%
S
SBI Multi Asset Allocation Fund - Direct (G)
22.03%

Holdings

Holdings
Ratings
GSEC2024
13.99%
GSEC2026
5.61%
Power Fin.Corpn.
5.6%
ICICI Bank
5.37%
Bajaj Housing
5.36%

Fund Manager

M
Murthy Nagarajan
S
Sonam Udasi
E
Ennettee Fernandes