Home› Funds› Tata Gilt Retirement Plan- 28/2/25 Growth Option

Tata Gilt Retirement Plan- 28/2/25 Growth Option

Tata · Gilt
Moderate
₹34.23
Current NAV
28 Feb 2025
6.2%
1Y Return
6.2%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.90).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.90).
  • Very large asset base (AUM: ₹11,950 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.90
Sharpe Ratio
1.50
Beta
4.90
Alpha
2.47
Sortino
Fund Details
Fund House Tata
Category Gilt
AUM ₹11950 Cr
Expense Ratio 1.50%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Gilt
ICICI Prudential Gilt Fund - Direct Plan Bonus
ICICI Prudential
₹18.07 15.5%
ICICI Prudential Gilt Fund - Bonus
ICICI Prudential
₹12.84 13.9%
Axis Gilt Fund - Direct Plan - Bonus Option
Axis
₹14.74 12.5%
Nippon India Gilt Fund-Institutional Plan-P F Option-Automatic Capital Appreciation Payout Option
Nippon India
₹23.08 11.9%