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Tata Asset Management Limited

TATA Retirement Savings Fund- Conservative Plan-Regular Plan-Growth Option

HybridSolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return7.5%
  • 3 yr return7.6%
  • 5 yr return6.2%
  • Expense Ratio2.18%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees162.2
  • NAVRupees25.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Objective Of The Fund Is To Provide A Financial Planning Tool For Long Term Financial Security For Investorsbased On Their Retirement Planning Goals.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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Top Holdings

  • Companies %
  • GOI - 7.32% (28/01/2024) 15.4
  • GOI - 7.38% (20/06/2027) 9.3
  • GOI - 7.27% (08/04/2026) 6.2
  • ** 07.42 % POWER FINANCE CORPORATION - 19/11/2024 6.1
  • ** 05.70 % BAJAJ HOUSING FINANCE LTD - 10/06/2024 6
  • ** 06.40 % JAMNAGAR UTILITIES & POWER PVT. LTD - 29/09/2026 5.9
  • ** VARANASI SANGAM EXPRESSWAY PVT. LTD - 29/12/2034 - FRB 4.5
  • GOI 8.24% 15/02/2027 3.2
  • GOI - 8.20% (24/09/2025) 3.1
  • ** 08.60 % BHARTI TELECOM LTD - 12/12/2025 3
  • REPO 2.7
  • Sectors %
  • Govt-Sec39.5
  • Finance13.3
  • Power6.8
  • Banks6.6
  • Cash/Deposits/Margins/Treps/Repo/Swaps4.6

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