TATA Mutual Fund

Tata Retirement Savings Progressive (G)

₹ 60.91

NAV (May 09)

18.728%
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
2.06 %
Launched 13Y ago
2011-11-01
AUM in Crores
1978.1
ISIN
INF277K01FG0
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
0.4
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

HDFC Bank Ltd.

5.8%
5.8%

Reliance Industries Ltd.

4.6%
4.6%

ITC Ltd.

4.08%
4.08%

Others

3.23%
3.23%

Solar Industries India Ltd.

2.76%
2.76%
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Allocation by Sector

Financial

17.93%
17.93%

Consumer Staples

16.06%
16.06%

Services

14.29%
14.29%

Technology

12.22%
12.22%

Energy

7.09%
7.09%
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Tata Retirement Savings Progressive (G) Review

Tata Retirement Savings Progressive (G) is a Retirement Fund Others fund and has delivered an annualised return of 14.29% 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 5/9/2025 is ₹60.91 with the total AUM as of 5/12/2025 is ₹1978.1. 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.

Frequently Asked Questions

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