₹ 68.2639
NAV (Sep 18)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 68.2639
NAV (Sep 18)
Last 1Y | 36.9% |
Last 3Y | 15.3% |
Last 5Y | 19.9% |
Last 10Y | 15.3% |
Since Inception | 16.1% |
6 Month CAGR | 27.1% |
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 |
Launched (0y ago) | 2 |
AUM in Crores | 2131.6 |
ISIN | INF277K01FG0 |
Lock-in | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
YTM |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Tata Retirement Savings Progressive (G) | 12,13,387 | 4,80,775 | 19.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
HDFC Bank Ltd.
5.8%Reliance Industries Ltd.
4.6%ITC Ltd.
4.1%Others
3.2%Solar Industries India Ltd.
2.8%Services
13.9%Financial
13.35%Consumer Staples
13.16%Capital Goods
10.61%Energy
10.21%Fund Name | Fund Size | |
---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr |
Tata Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
16.617% | 19.004% | ||
15.66% | 16.853% | ||
31.578% | 16.358% | ||
6.225% | 6.715% | ||
12.133% | 13.477% |
Tata Retirement Savings Progressive (G) is a Others Others fund and has delivered an annualised return of 16.077% over a period of 12 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Tata Retirement Savings Progressive (G) as of 9/18/2024 is ₹68.26 with the total AUM as of 9/19/2024 is ₹2131.575867. 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 Below Average.
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.
What is Tata Retirement Savings Progressive (G)?
How to invest in Tata Retirement Savings Progressive (G)?
You can invest in Tata Retirement Savings Progressive (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Retirement Savings Progressive (G)?
The minimum sip amount for Tata Retirement Savings Progressive (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Retirement Savings Progressive (G) good to invest in?
As per Scripbox experts, Tata Retirement Savings Progressive (G) is a fund. You can investTata Retirement Savings Progressive (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Retirement Savings Progressive (G)?
The expense ratio of the Tata Retirement Savings Progressive (G) is 2% for regular plan.