Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Fund House: Tata Mutual Fund
Category: Retirement Fund
Launch Date: 01-11-2011
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.04% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,914 Cr As on 31-03-2025(Source:AMFI)
Turn over: 69.39% | Exit Load: Exit load of 1% if redeemed before 61 months.

61.4186

14.36%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 8 Months
9 Years 7 Months
11 Years 10 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.81
Sharpe Ratio 0.62
Alpha 0.21
Beta 0.87
Yield to Maturity 7.15
Average Maturity 4.05

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 7.9 20.02 16.11 18.95 12.94
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 11.03 - - - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 10.63 17.59 13.7 14.23 -
UTI Retirement Fund - Regular Plan 26-12-1994 10.54 14.43 13.1 15.67 9.56
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 10.08 18.96 14.49 15.17 -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 9.96 10.29 10.46 8.29 7.36
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 9.93 18.59 13.83 15.23 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 9.33 18.21 15.11 17.51 11.74
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.1 9.6 9.93 - -
Axis Retirement Fund - Conservative Plan - Regular Growth 05-12-2019 8.59 12.53 8.95 10.0 -

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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