|Min SIP Amount||₹500|
|NAV||₹29.87 (05 Aug 2020)|
|Fund Started||01 Nov 2011|
|Fund Size||₹728 Cr|
|Reliance Industries Ltd.||Energy||Equity||8.0%|
|HDFC Bank Ltd.||Financial||Equity||7.9%|
|Bharti Airtel Ltd.||Communication||Equity||7.3%|
|ICICI Bank Ltd.||Financial||Equity||6.7%|
|Hindustan Unilever Ltd.||FMCG||Equity||4.1%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||3.7%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.2%|
|Dr. Reddy's Laboratories Ltd.||Healthcare||Equity||3.2%|
|Tata Consumer Products Ltd.||FMCG||Equity||2.3%|
Tata Retirement Savings Fund Progressive Plan Regular Growth is a Solution Oriented Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Nov 2011. Murthy Nagarajan, Sonam Udasi is the Current Fund Manager of Tata Retirement Savings Fund Progressive Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹728 Cr and the Latest NAV as of 05 Aug 2020 is ₹29.87.
The Tata Retirement Savings Fund Progressive Plan Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed before 61 months.
The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
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).