|Min SIP Amount||₹500|
|NAV||₹36.35 (18 Jan 2021)|
|Fund Started||01 Nov 2011|
|Fund Size||₹949 Cr|
|HDFC Bank Ltd.||Financial||Equity||8.5%|
|ICICI Bank Ltd.||Financial||Equity||7.7%|
|Reliance Industries Ltd.||Energy||Equity||7.2%|
|Dr. Reddy's Laboratories Ltd.||Healthcare||Equity||3.8%|
|HCL Technologies Ltd.||Technology||Equity||3.2%|
|Hindustan Unilever Ltd.||FMCG||Equity||3.0%|
|Dixon Technologies (India) Ltd.||Engineering||Equity||2.4%|
|HDFC Life Insurance Co Ltd.||Financial||Equity||2.2%|
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 ₹949 Cr and the Latest NAV as of 18 Jan 2021 is ₹36.35.
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 fund seeks 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).