Home Mutual Funds Tata Retirement Savings Fund Progresive Plan
Tata Retirement Savings Fund Progresive Plan

Tata Retirement Savings Fund Progresive Plan

Solution Oriented - Retirement Fund - Equity
starstarstarstarstar
+15.22%
CAGR
₹68.264-0.05%
Current NAV(Sep 18,2024)
1M
6M
1Y
3Y
5Y
ALL
AUM ₹2132 Cr
Exit load 1.00%
Risk involved Very High
Min. investment ₹5,000
Lock-in-Period 5
Expense ratio 2.00%
Return Calculator
Monthly SIP
Lumpsum
Enter Amount
Year
Month
Enter Time
Invested
--
Profit
--
Current value
--
Historical Returns
Period Invested forAbsolute ReturnsAnnualized ReturnsCategory Avg
1 Day-0.05%---0.69%
Year To Date----+19.37%
1 Week+2.24%--+14.76%
1 Month+4.09%--+10.22%
3 Month+8.86%--+10.47%
6 Month+27.41%--+19.25%
9 Month+26.89%--+20.56%
1 Year+37.76%+37.76%+25.61%
2 Year+58.50%+25.78%+19.10%
3 Year+53.07%+15.22%+13.22%
4 Year+115.92%+21.20%+17.06%
5 Year+147.15%+19.81%+15.09%
Holding Analysis
By Asset
Equity
96.95%
Cash
2.75%
other
0.30%
By Sector
Banks
10.33%
IT - Software
7.10%
Retailing
4.83%
Petroleum Products
4.54%
Chemicals & Petrochemicals
4.48%
other
68.72%
Holdings
No data yet, will be updated soon.
Fund Information
Loading...
Mutual Fund Manager
Loading...
AMC Information
Founding Date
1995-06-30
AMC Incorporation date
1994-03-15
Sponsor Name
Tata Sons Limited; and Tata Investment Corp. Ltd.
Trustee organisation
Tata Trustee Company Private Limited
MD/CEO
Mr. Prathit D. Bhobe
CIO
Mr. Rahul Singh
Compliance Officer
Mr. Upesh Shah
Scheme Document
Disclaimer
Mutual Funds investments are subject to market risks, please read all scheme related documents carefully. Past performance is not an indicator for future returns. The information displayed on this page comes from a third party for your reference. Bullsmart do not make any commitment to the accuracy and timeliness of the information. Please take the actual situation as the standard. You should make investment decisions based on your own independent judgment and bear the corresponding risks. Bullsmart will not bear any economic and legal responsibilities for your investment decisions. Bullsmart is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF of execution. The Client expressly agrees that Bullsmart is not liable or responsible and does not represent or warrant for any damages regarding non-execution of orders or any incorrect execution of orders with regard to the funds chosen by the Client due to, but not being limited to, any link/system failure, sufficient/insufficient funds in the trading account which may occur at the end of the client, Bullsmart or the exchange platform. Source: www.accordfintech.com AMFI Registered Mutual Fund Distributor. ARN-262524 100% Secure Payment Gateway, BSE member code: 57425
Everyone Else is Exploring
HDFC Retirement Savings Fund - Equity Plan
CAGR 3Year
+21.52 %
5star
Motilal Oswal Nasdaq 100 Fund of Fund
CAGR 3Year
+11.44 %
BHARAT Bond FOF - April 2031
CAGR 3Year
+5.99 %
BHARAT Bond FOF - April 2030
CAGR 3Year
+6.23 %
BHARAT Bond FOF - April 2025
CAGR 3Year
+5.02 %
Return Calculator
Monthly SIP
Lumpsum
Enter Amount
Year
Month
Enter Time
Invested
--
Profit
--
Current value
--
Looking to invest
Looking to invest
Invest Now
Ready to make a change
Join Bullsmart and start your mutual fund investment journey now
Google PlayApp Store