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Tata Retirement Savings Progressive Fund Direct growth
Hybrid • Retirement • Direct growth
Insufficient fund history to generate its report card
Average credit rating
Not Rated
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Direct growth
Launched On
01 Jan 2013
12.8 years ago
Lock-in Period
5 years
NAV
as of 23 Oct 2025
₹80.86
-0.1727% (-0.10)
AUM
₹2,048 Cr
Expense ratio
0.54%
Benchmark
Nifty 500
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 61M
1%
If units sold after 61M
0%
Distribution
Asset split
Market capital
Equity95.53%
Cash4.47%
What's in this fund?
Sectors
Holdings
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,76,657 Cr • Rank #11TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Murthy Nagarajan
Experience: 8.55 yrs • Total AUM: 1,21,542 Cr
Sonam Udasi
Experience: 9.55 yrs • Total AUM: 1,07,339 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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