- Mutual Funds
- Tata Mutual Fund
- Tata Retirement Savings Progressive (G)
Tata Retirement Savings Progressive (G)
₹ 56.26
NAV (Mar 13)
View Less
Scheme Information
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Expense Ratio | 2.03 % |
Launched 13Y ago | 2011-11-01 |
AUM in Crores | 1803.2 |
ISIN | INF277K01FG0 |
Lock-in (days) | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
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%
Allocation by Sector
Consumer Staples
15.79%Financial
15.31%Services
14.94%Technology
12.52%Capital Goods
9.4%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,444 cr | ||
₹ 12,517 cr | ||
₹ 21,526 cr | ||
₹ 7,712 cr | ||
₹ 60,177 cr |
Tata Retirement Savings Progressive (G) Review
Tata Retirement Savings Progressive (G) is a Retirement Fund Others fund and has delivered an annualised return of 13.82% over 13 years. The fund has grown over a period of 13 years. The fund is managed by Tata Mutual Fund. The fund managers are Murthy Nagarajan, Sonam Udasi.
Nav of Tata Retirement Savings Progressive (G) as of 3/13/2025 is ₹56.26 with the total AUM as of 3/14/2025 is ₹1803.24. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Retirement Savings Progressive (G) was launched on 2011-11-01. The category risk of the fund is Very High.
The minimum SIP amount for Tata Retirement Savings Progressive (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.