Tata Retirement Savings Fund Progresive Plan
Solution Oriented - Retirement Fund - Equity
+15.48%
CAGR
₹63.301-2.24%
Current NAV(Feb 13,2026)
1M
6M
1Y
3Y
5Y
ALL
AUM ₹2041 Cr
Exit load 1.00%
Risk involved Very High
Min. investment ₹5,000
Lock-in-Period 5
Expense ratio 2.02%
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Historical Returns
| Period Invested for | Absolute Returns | Annualized Returns | Category Avg |
|---|---|---|---|
| 1 Day | -2.24% | -- | -43.67% |
| 1 Week | -0.84% | -- | +5.31% |
| 1 Month | -1.74% | -- | +0.74% |
| 3 Month | -3.47% | -- | -0.73% |
| 6 Month | -1.47% | -- | +3.26% |
| 9 Month | +0.09% | -- | +4.49% |
| 1 Year | +6.92% | +6.92% | +9.64% |
| 2 Year | +18.93% | +9.04% | +9.20% |
| 3 Year | +54.07% | +15.48% | +13.62% |
| 4 Year | +51.47% | +10.91% | +10.52% |
| 5 Year | +68.12% | +10.94% | +10.85% |
Holding Analysis
By Asset
Equity
94.31%
Cash
5.45%
other
0.24%
By Sector
Banks
16.32%
Capital Markets
13.79%
IT - Software
7.47%
Finance
6.73%
Petroleum Products
4.43%
other
51.26%
Holdings
No data yet, will be updated soon.
Fund Information
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Mutual Fund Manager
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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. R. Padmanabhan
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.
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