Tata Retirement Savings Fund - Progressive Plan - Growth

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
-4.67 %
Current NAV
61.65
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 2121.6 Cr

Return Calculator

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

Investment distribution

HDFC Bank6.3 %
Others4.9 %
Tata Consultancy4.3 %
ITC4.2 %
Zomato3.6 %
BSE3.3 %

Fund Manager

MN
Murthy Nagarajan
SU
Sonam Udasi

Fund Information

Launched
10 Aug 2011(13 years ago)
Expense ratio2.04000000%
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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