Tata Retirement Savings Fund-Conservative Plan - Direct - Growth
Solution Oriented Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
8.51%
Expense Ratio
1.06%
as of 01/07/2026
AUM
₹36.29 Cr
Qtr End: Mar 26
NAV
₹38.857
as of 17/07/2026
3Y Returns (CAGR)
8.51%
Expense Ratio
1.06%
as of 01/07/2026
AUM
₹36.29 Cr
Qtr End: Mar 26
NAV
₹38.857
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.35% | 14.09% | 4.82% |
| 6M | 3.91% | 7.97% | 6.33% |
| 1Y | 3.97% | 3.97% | 4.96% |
| 3Y | 27.76% | 8.51% | 4.75% |
| 5Y | 41.91% | 7.25% | 4.60% |
Scheme Details
- Launch Date
- 07/10/2011
- Fund Age
- 14.8 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
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