Tata Retirement Savings Fund Progresive Plan - Growth - Regular Plan

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  • Net Change on 22-02-2024

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 7.40 28.29 33.60 14.28 15.12 14.78
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 2.55 10.97 24.06 15.10 16.71 13.69

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 33.60 14.28 15.12 2.05 1,717.16
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 38.92 25.54 22.33 1.82 4,574.14
UTI Retirement Fund - Regular Plan Dec 27, 1994 20.32 13.11 11.18 1.65 4,263.05
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 42.92 20.45 15.07 1.95 2,917.02
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 28.67 13.33 13.77 2.04 1,904.44
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option Feb 25, 2016 30.03 17.15 16.82 2.13 1,313.81

Fund Holdings as on 31-January-2024

  • HDFC BANK LTD

  • CASH / NET CURRENT ASSET

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • ITC LTD

  • JUPITER WAGONS LTD

  • TATA CONSULTANCY SERVICES LTD

  • SOLAR INDUSTRIES INDIA LTD

  • KARUR VYSYA BANK LTD

  • RADICO KHAITAN LTD

  • TATA CONSUMER PRODUCTS LTD

  • APL APOLLO TUBES LTD

  • ACC LTD

  • PB FINTECH LTD

  • EXIDE INDUSTRIES LTD

  • NESTLE INDIA LTD

  • METRO BRANDS LTD

  • AMBER ENTERPRISES INDIA LTD

  • 3M INDIA LTD

  • BLUE DART EXPRESS LTD

  • JUBILANT FOODWORKS LTD

  • NTPC LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • KOTAK MAHINDRA BANK LTD

  • AVENUE SUPERMARTS LTD

  • NEWGEN SOFTWARE TECHNOLOGIES LTD

  • AUROBINDO PHARMA LTD

  • HERO MOTOCORP LTD

  • POLYCAB INDIA LTD

  • CERA SANITARYWARE LTD

  • KAYNES TECHNOLOGY INDIA LTD

  • TITAN COMPANY LTD

  • BHARAT ELECTRONICS LTD

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD

  • CYIENT LTD

  • KIRLOSKAR PNEUMATIC COMPANY LTD

  • MUTHOOT FINANCE LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • UNITED SPIRITS LTD

  • BOSCH LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • DOMS INDUSTRIES LTD

  • PETRONET LNG LTD

  • CAMPUS ACTIVEWEAR LTD

  • LTIMINDTREE LTD

  • SAREGAMA INDIA LTD

  • WESTLIFE FOODWORLD LTD

  • CRAFTSMAN AUTOMATION LTD

  • NUVOCO VISTAS CORPORATION LTD

  • PROCTER & GAMBLE HEALTH LTD

  • JIO FINANCIAL SERVICES LTD

  • PIDILITE INDUSTRIES LTD

  • PG ELECTROPLAST LTD

  • MATRIMONY.COM LTD

  • RHI MAGNESITA INDIA LTD

  • A) REPO

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Auto Ancillary

  • Cigarettes/Tobacco

  • Chemicals

  • Consumer Food

  • Breweries & Distilleries

  • Retailing

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • Tea/Coffee

  • Fintech

  • Finance - Asset Management

  • Batteries

  • Air Conditioners

  • Diversified

  • Courier Services

  • Automobile Two & Three Wheelers

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

  • Electronics - Components

  • Diamond & Jewellery

  • Engineering - Industrial Equipments

  • Compressors / Pumps

  • Finance - NBFC

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Printing & Stationery

  • Footwear

  • Film Production, Distribution & Entertainment

  • Restaurants

  • Finance - Stock Broking

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Refractories

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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 ₹1,717.16 crore. Tata Retirement Savings Fund Progresive Plan is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Tata Retirement Savings Fund Progresive Plan ended up ₹0.27(0.5%)yesterday to ₹54.5494.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, 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