Tata Retirement Savings Fund-Conservative PlanTata Retirement Savings Fund-Conservative Regular Plan - Growth,Tata Retirement Savings Fund-Conservative DIRECT Plan - GrowthAn open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier).Moderately HighModerately HighRetirement FundNot ApplicableTo provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.Equity and Equity related instruments 0% - 30%, Debt & Money Market instruments 70% - 100%, Units of InvITs 0% - 10%, Other Securities# 0% - 10%. # Other securities shall include: Overseas Exchange Traded Funds / Foreign Securities / Foreign Funds, Gold/Silver ETFs/ ETCDs as may be permitted under the extant SEBI Regulations. The scheme may invest in another scheme under the same asset management company or any other mutual fund without charging any fees, provided that aggregate inter-scheme investment made by all schemes under the same management or in schemes under the management of any other asset management company shall not exceed 5% of the net asset value of the mutual fund. Such investments shall be made in the schemes which are permitted by SEBI from time to time. Units of Equity Mutual funds will be considered under allocation for Equity and Equity related instruments and Units of Fixed Income mutual funds will be considered under allocation for Debt & Debt related instruments1007-Oct-201121-Oct-201101-Nov-201108-Nov-2011Not ApplicableCRISIL Short Term Debt Hybrid 75+25 IndexNot ApplicableFM-1 Sonam Udasi,FM-2 Murthy Nagarajan, FM-3 Amit SomaniFM-1 Primary,FM-2 Primary, FM-3 Assistant Fund ManagerFM-1 09-Mar-2021, FM-2 09-Mar-2021, FM-3 01-June-2026Regular 2.17, Direct 1.06A) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nil. B) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event” - Nil. C) 1% -If redeemed before 61 months from the date of allotment.Standard Chartered BankS.R. Batliboi & CO. LLPComputer Age Management Services LimitedRFCG,RFCGZNot ApplicableINF277K01FI6,INF277K01QM5115944,119256TATA/O/S/RET/11/06/0021500011000150050No mimimum balance requiredNo mimimum unit balance requiredNot Applicable.For all units there is no minimum switch amount.For all units there is no minimum switch units.Not Applicable.Not Applicable.Not Applicable.Not Applicable.Not ApplicableApplicable.SIP-- Monthly/Monthly/Quarterly/Quarterly/Weekly/Daily (Business Days) ;STP --Monthly/Quarterly/Weekly/Daily (Business Days) ;SWP --Monthly/Quarterly/Half-yearly/YearlySIP-- 500.00/1,000.00/1,000.00/1,500.00/500.00/500.00 ;STP --500.00/500.00/500.00/500.00 ;SWP --500.00/500.00/500.00/500.00SIP-- 1.00/1.00/1.00/1.00/1.00/1.00 ;STP --1.00/1.00/1.00/1.00 ;SWP --1.00/1.00/1.00/1.00SIP-- 12 Instalments/6 instalments/6 instalments/4 instalments/12 instalments/12 instalments ;STP --500.00 to 999.00 - 12 instalments; 1,000.00 to 1,999.00 - 6 instalments; 2,000.00 and more - 3 instalments ;SWP --1.00/1.00/1.00/1.00SIP-- Any day/Any day/Any day/Any day/Monday-Friday/All Business Days ;STP --Any day/Any day/Monday-Friday/All Business Days ;SWP --Any day/Any day/Any day/Any daySIP-- 999.00/Not Applicable/Not Applicable/Not Applicable/Not Applicable/Not Applicable ;STP --Not Applicable/Not Applicable/Not Applicable/Not Applicable ;SWP --Not Applicable/Not Applicable/Not Applicable/Not Applicable