- Mutual Funds
- Tata Mutual Fund
- Tata Retirement Savings Progressive Direct Growth
Tata Retirement Savings Progressive Direct Plan Growth
₹ 75.22
NAV (May 05)
19.663%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Expense Ratio | 0.6 % |
Launched | - |
AUM in Crores | 1914.2 |
ISIN | INF277K01QO1 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.8%Reliance Industries Ltd.
4.6%ITC Ltd.
4.08%Others
3.23%Solar Industries India Ltd.
2.76%See all holdings
Allocation by Sector
Financial
17.93%Consumer Staples
16.06%Services
14.29%Technology
12.22%Energy
7.09%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Frequently Asked Questions
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