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Tata Mutual Fund

Tata Retirement Savings Fund Progressive Plan Direct-Growth

NAV
returns change indicator
63.8064
as on 18 Mar 2024, 11:46 PM
-0.1701(0.27%)
Last Change
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Scheme Ratings

2
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,47,221
star
1,54,118
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
54,118
Profit (absolute return)
54.12%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
0.04%
In the last 6 months
8.91%
In the last 1 year
35.61%
In the last 3 years
54.12%
In the last 5 years
101.63%
In the last 10 years
400.97%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Tata Retirement Savings Fund Progressive Plan Direct-Growth
Tata Retirement Savings Fund Progressive Plan Direct-Growth
as of 29 Feb 2024, 05:30 AM
1,723.13 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed before 61 months.
0.59%
Expense Ratio
Plan
Growth
6.51%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
Exit load of 1% if redeemed before 61 months.
Scheme Document

Sectors Holding in this Mutual Fund

as on 29 Feb 2024
Sort By
Financial
18.53%
319.30 Cr
Consumer Staples
13.72%
236.41 Cr
Services
13.43%
231.42 Cr
Energy
12.62%
217.46 Cr
Capital Goods
8.21%
141.47 Cr
Others
33.49%
577.08 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 29 Feb 2024
Sort By
HDFC Bank Ltd.
6.52%
112.35 Cr
Reliance Industries Ltd.
4.87%
83.92 Cr
ICICI Bank Ltd.
3.71%
63.93 Cr
ITC Ltd.
3.64%
62.72 Cr
Tata Consultancy Services Ltd.
3.32%
57.21 Cr
Others
77.94%
1,343.01 Cr
View All
View All

About Tata Retirement Savings Fund Progressive Plan Direct-Growth

Tata Retirement Savings Fund Progressive Plan Direct-Growth is a Equity mutual fund scheme from Tata Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Murthy Nagarajan and Sonam Udasi. It has an AUM of ₹1,723.13 Crores and the latest NAV decalared is ₹63.806 as on 19 Mar 2024 at 7:34 am.
Tata Retirement Savings Fund Progressive Plan Direct-Growth scheme return performance in last 1 year is 35.61%, in last 3 years is 54.12% and 418.86% since scheme launch. The min. SIP amount to invest in this scheme is ₹150.

Scheme Details

AUM:1,723.13 Cr
Category:Equity: Flexi Cap
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Tata Mutual Fund
Tata Mutual Fund
View AMC Details
1,50,919.71 Cr
AUM
132
Schemes
Address
Address
9th Floor, Mafatlal Centre,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-0101