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: S&P BSE India Bond Index
TER: 2.02% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,866.16 Cr As on (31-05-2024)
Turn over: 69.99% | Exit Load: Exit load of 1% if redeemed before 61 months.

62.7078

15.63%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
-
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 11.38
Sharpe Ratio 0.8
Alpha -0.79
Beta 0.82
Yield to Maturity -
Average Maturity -

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 37.66 30.33 16.4 16.74 15.31
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 56.25 40.43 31.2 23.43 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 48.68 34.9 22.43 18.43 -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 42.52 35.08 21.21 15.64 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 37.72 - - - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 37.7 35.66 23.53 23.35 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 34.33 27.11 13.56 13.5 -
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth 05-02-2021 32.54 32.01 22.14 - -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 31.29 26.47 15.03 15.54 14.84
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 30.54 24.11 12.98 - -

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

Small Cap

28.86%

Others

4.32%

Large Cap

41.49%

Mid Cap

25.33%

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