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  2. Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Category: Retirement Fund
Launch Date: 01-11-2011
Asset Class: Equity
Benchmark: S&P BSE Sensex TRI
Expense Ratio: 2.69% As on (31-05-2018)
Status: Open Ended Schemes(Solution Oriented Scheme - Retirement Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 474.87 Cr As on (30-06-2018)
Turn over: 42.91%
NAV as on 13-08-2018

29.9002

-0.29 (-0.9676%)

CAGR Since Inception

17.51%

S&P BSE Sensex TRI 10.13%

PERFORMANCE of Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Scheme Performance (%)

Data as on - 13-08-2018

Yearly Performance (%)

Fund Managers

Mr. Sonam Udasi, Mr. Murthy Nagarajan

Mr. Udasi is a B.Com and also holds PGDM(Finance). Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).

Investment Objective

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

RETURNS CALCULATOR for Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 15.83 1.03 -0.75 1.11 - -
Retirement Fund - - - - - -

PEER COMPARISION of Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Period
Data as on - 13-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 16.97 19.55 15.77 21.82 0.0
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 01-11-2011 14.17 16.77 13.74 21.95 0.0
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 10.08 13.78 9.61 0.0 0.0
HDFC Retirement Savings Fund - Hybrid - Equity Plan - Regular Plan 25-02-2016 9.65 14.18 0.0 0.0 0.0
HDFC Retirement Savings Fund - Equity Plan - Regular Plan 25-02-2016 8.75 14.47 0.0 0.0 0.0
UTI - Retirement Benefit Pension Fund - Regular Plan 26-12-1994 6.29 9.01 8.94 12.31 9.98
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) 01-11-2011 5.3 8.14 8.75 11.33 0.0
Franklin India Pension Plan-Growth 31-03-1997 5.17 6.19 7.21 13.07 10.07
HDFC Retirement Savings Fund - Hybrid - Debt Plan - Regular Plan 26-02-2016 3.69 7.5 0.0 0.0 0.0
Reliance Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 11-02-2015 -1.37 3.25 5.61 0.0 0.0

PORTFOLIO ANALYSIS of Tata Retirement Savings Fund -Regular Plan -Progressive -Growth

Asset Allocation (%)

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