Compare Tata Retirement Savings Conservative vs Parag Parikh Conservative Hybrid Fund
Fund Details
Risk | NA | NA |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 2.17 | 0.64 |
NAV | ₹30.43 | ₹14.25 |
Fund Started | 07 Oct 2011 | 07 May 2021 |
Fund Size | ₹174.39 Cr | ₹2288.30 Cr |
Exit Load | Exit load of 1% if redeemed before 61 months. | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Returns
1 Year | 12.13% | 14.98% |
3 Year | 6.40% | 10.87% |
5 Year | 7.94% | - |
Holding Analysis
Equity | 29.17% | 10.95% |
Cash | 20.46% | 10.99% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Murthy Nagarajan | Rukun Tarachandani |
Start Date | 03 May 2021 | 23 Oct 2023 |
About Fund
Description | The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. | The scheme seeks to generate regular income through investments predominantly in debt and money market instruments. The scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme. |
Launch Date | 07 Oct 2011 | 07 May 2021 |
