Tata Retirement Saving Progressive Growth Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata Retirement Saving Progressive Growth Direct Plan

NAV
₹74.0779
-1.76%
(25 Apr)
AUM
1,914 Cr
TER
0.58%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.1%
+10.4%
+9.3%
+8.4%
+7.7%
3Y
+16.5%
+20.2%
+18.1%
+22.5%
+19.9%
5Y
+21.4%
+30.9%
+26.0%
+32.1%
+24.4%
ALL
+16.0%
+20.5%
+11.8%
+21.2%
+17.1%
VOL
15.5%
14.3%
16.8%
18.1%
14.2%
TER
0.6%
0.9%
1.0%
1.0%
1.0%
AUM
₹1,914 Cr
₹5,983 Cr
₹3,044 Cr
₹1,074 Cr
₹755 Cr
INFO
1.03
1.44
0.70
1.17
1.21
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Retirement Saving Progressive (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
7.2%
Cash / Net Current Asset
5.6%
Tata Consultancy Services Ltd
4.6%
ITC Ltd
4.0%
Solar Industries India Ltd
3.8%
Reliance Industries Ltd
3.7%
BSE Ltd
3.3%
Radico Khaitan Ltd
3.2%
Eternal Ltd
2.9%
Mahanagar Gas Ltd
2.7%
Top industry exposure
Financial Services
27.8%
Technology
13.2%
Industrials
13.0%
Consumer Defensive
12.9%
Consumer Cyclical
9.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
52%
Lock-in period
5Y
Exit load
• 1% for redemption within 1829 days
Fund objective
To 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.
Fund manager(s)
Murthy Nagarajan
Sonam Udasi

FAQs