Which funds are similar to Tata Retirement Savings Fund Conservative Plan Direct-Growth?
Funds similar to Tata Retirement Savings Fund Conservative Plan Direct-Growth in the Hybrid: Conservative Hybrid category include SBI Conservative Hybrid Fund Direct-Growth, Parag Parikh Conservative Hybrid Fund Direct-Growth, and ICICI Prudential Conservative Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Retirement Savings Fund Conservative Plan Direct-Growth in its category?
On a 3-year return basis Tata Retirement Savings Fund Conservative Plan Direct-Growth is ranked 13 out of 28 funds in the Hybrid: Conservative Hybrid category as of 6 Sep 2026. On a 5-year return basis it ranks 21 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Retirement Savings Fund Conservative Plan Direct-Growth's expense ratio compare to similar funds?
Tata Retirement Savings Fund Conservative Plan Direct-Growth has an expense ratio of 1.06%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.32%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Retirement Savings Fund Conservative Plan Direct-Growth's AUM compare to similar funds?
Tata Retirement Savings Fund Conservative Plan Direct-Growth has an AUM of ₹171.11 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,226.2 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,473.41 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Conservative Hybrid?
The top performing fund in the Hybrid: Conservative Hybrid category on a 3-year basis is SBI Childrens Fund - Savings Plan Direct-Growth with a CAGR of 11.69% as of 6 Sep 2026. Tata Retirement Savings Fund Conservative Plan Direct-Growth has delivered 8.09% CAGR over the same period, ranking 13 out of 28 funds. You can view and compare the full category ranking on sharpely.
How does Tata Retirement Savings Fund Conservative Plan Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Retirement Savings Fund Conservative Plan Direct-Growth has a Sharpe ratio of 0.49 compared to the Hybrid: Conservative Hybrid average of 0.59 as of 6 Sep 2026. It ranks 17 out of 29 funds in its category on Sharpe ratio.
