Tata Retirement Savings Fund Conservative-Direct Plan Growth

Tata Retirement Savings Fund Conservative-Direct Plan Growth of Tata Mutual Fund has asset class type as Hybrid-Debt. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

0.95

Age

NA Years

Fund Manager

Murthy Nagarajan

AuM (Rs Crores)

127.2502

Asset Class

Hybrid-Debt

Net Asset Value:

20.5209

Rating

2

Exit Load

0.01

Bench Mark

CRISIL Short Term Debt Hybrid 75+25 Fund Index

Fund Type

MIP

SEBI Category

Retirement Fund

Turnover Ratio(Monthly)

32.83%

Fund Manager Details:

Murthy Nagarajan M.COM,PGPMS, ICWA (Inter) Prior to joining Quantum AMC he has worked with Tata AMC, Mirae Asset Global Investment India Ltd. and Tata Asset Management Ltd.

Objective:

To Provide a financial tool for long term financial security for investors based on their retirement planning goals.

Top Holdings:

  • Banks (4.1)
  • Finance (4.9)
  • FMCG (2.22)
  • Automobile (1.98)
  • Infrastructure Developers & Operators (1.57)
  • Tobacco Products (1.26)
  • Retail (1.12)
  • Miscellaneous (1.4)
  • IT - Software (1.4)
  • Refineries (.98)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition