Tata Retirement Savings Fund Progresive Plan - Growth - Regular Plan

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  • Net Change on 10-07-2020

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Fund Overview Growth | Regular Plan

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Fund Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investorsbased on their retirement planning goals.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 67.97 53.71 -1.01 3.60 8.84 12.90
S&P BSE 200 - TRI 6.35 18.43 -4.25 3.39 6.61 8.39

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -1.01 3.60 8.84 2.45 681.22
UTI - Retirement Benefit Pension Fund Dec 27, 1994 0.79 1.12 5.19 2.06 2,635.81
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -19.86 -4.38 1.18 2.32 1,262.51
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 1.17 3.64 7.69 2.23 1,033.81
Franklin India Pension Plan-Growth Mar 31, 1997 3.27 4.32 6.18 2.27 407.03
Nippon India Retirement Fund- Income Generation Scheme-Growth Option Feb 11, 2015 4.27 5.59 7.22 2.19 249.39

Fund Holdings as on 31-May-2020

  • (C) TREPS

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • BHARTI AIRTEL LTD

  • HINDUSTAN UNILEVER LTD

  • KOTAK MAHINDRA BANK LTD

  • DR REDDYs LABORATORIES LTD

  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD

  • ITC LTD

  • HDFC LIFE INSURANCE CO. LTD

  • TATA CONSUMER PRODUCTS LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • DIVI LABORATORIES LTD

  • TITAN COMPANY LTD

  • MUTHOOT FINANCE LTD

  • JUBILANT FOODWORKS LTD

  • 3M INDIA LTD

  • BAJAJ AUTO LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • BATA INDIA LTD

  • BAYER CROPSCIENCE LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • JOHNSON CONTROLS - HITACHI AIR CONDITIONING INDIA LTD

  • NESTLE INDIA LTD

  • SYNGENE INTERNATIONAL LTD

  • MRF LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • PFIZER LTD

  • KANSAI NEROLAC PAINTS LTD

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD

  • INDRAPRASTHA GAS LTD

  • ULTRATECH CEMENT LTD

  • ASIAN PAINTS (INDIA) LTD

  • RADICO KHAITAN LTD

  • GLAXOSMITHKLINE PHARMACEUTICALS LTD

  • VOLTAS LTD

  • PI INDUSTRIES LTD

  • BLUE DART EXPRESS LTD

  • BAJAJ FINSERV LTD

  • Cash Margin Money

  • SIEMENS LTD

  • GREENPLY INDUSTRIES LTD

  • D) REPO

  • NAVIN FLUORINE INTERNATIONAL LTD

  • CASH / NET CURRENT ASSET

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Insurance

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Consumer Food

  • Finance - Housing

  • Cigarettes/Tobacco

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Paints

  • Tea/Coffee

  • Logistics

  • Diamond & Jewellery

  • Finance - NBFC

  • Diversified

  • Automobile Two & Three Wheelers

  • Finance - Asset Management

  • Retailing

  • Tyres & Allied

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Courier Services

  • Finance - Investment

  • Electric Equipment

  • Wood & Wood Products

  • Chemicals

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About Tata Retirement Savings Fund Progresive Plan

Scheme Analysis

Tata Retirement Savings Fund Progresive Plan is a Solution Oriented - Retirement Fund fund and belongs to Tata Mutual Fund. It was launched on 04-Nov-2011 and currently has an AUM of ₹681.22 crore. Tata Retirement Savings Fund Progresive Plan is benchmarked against S&P BSE 200 - TRI as primary index.

The NAV of Tata Retirement Savings Fund Progresive Plan ended down ₹-0.06(-0.21%)yesterday to ₹28.6214.

Among its top 3 holdings the fund has exposure to (C) TREPS, and

The Tata Retirement Savings Fund Progresive Plan is managed by Murthy Nagarajan and Sonam Udasi.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782