Tata Retirement Savings Fund - Progressive Plan - Growth

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
0.60 %
Current NAV
63.25
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Min. SIP
5000
AUM
₹ 1914.2 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank7.3 %
Others4.5 %
Reliance Industries4.4 %
Solar Industries India4.3 %
Tata Consultancy4.2 %
ITC4.0 %

Fund Manager

MN
Murthy Nagarajan
SU
Sonam Udasi

Fund Information

Launched
10 Aug 2011(13 years ago)
Expense ratio2.04%
Exit LoadExit load of 1% if redeemed before 61 months.
Benchmark index
NIFTY 500 TRI100%

Fund Objective

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

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