Groww Logo
Home>Mutual Funds>Tata Mutual Fund>Tata Retirement Savings Fund Progressive Plan Regular Growth

Tata Retirement Savings Fund Progressive Plan Regular Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock In
16.14%
3Y annualised
+0.48% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2021₹43.41
Min. SIP amountNA
Rating3
Fund size₹1,223.05Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.1%16.1%16.8%15.7%
Category average52.1%14.5%14.5%NA
Rank with in category462815NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
FinancialEquity8.3%
FinancialEquity6.3%
EnergyEquity5.9%
TechnologyEquity4.0%
TechnologyEquity3.9%
FMCGEquity3.3%
TechnologyEquity2.8%
FinancialEquity2.7%
FMCGEquity2.6%
FinancialEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 2.22%

Inclusive of GST

Exit load

Exit load of 1% if redeemed before 61 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Lock-in for 5 years or retirement, whichever is earlier. If average equity holding is >65%, 10% (After 1 year as per LTCG). If average equity holding is <65%, 20% with indexation benefit (post 3 years).

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Murthy Nagarajan
Apr 2017 - Present
View details
Sonam Udasi
Apr 2016 - Present
View details
Ennette Fernandes
Jun 2018 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

Tata Retirement Savings Fund Progressive Plan Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.0.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI