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: 1,978 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 69.39% | Exit Load: A) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nil. B) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event†- Nil. C) 1% -If redeemed before 61 months from the date of allotment. |
64.4695
-0.1 (-0.1505%)
14.74%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.89%
Others
4.53%
Large Cap
45.95%
Mid Cap
23.63%
