Tata Retirement Savings Progressive Fund Direct growth

Hybrid • Retirement • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

Credit Rating
Average credit rating
Not Rated

CAGRInfo Icon

₹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 30 Sep 2025
₹77.2
-0.2186% (-0.10)
AUM
₹2,085 Cr
Expense ratio
0.54%
Benchmark
Nifty 500
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

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

Market capital

What's in this fund?

Sectors
Holdings

100.00%

Fund House

Tata

Tata

Inc: 25 Feb 1993 • Total AUM: ₹1,82,247 Cr • Rank #10
TATA 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: 8.49 yrs • Total AUM: 1,21,742 Cr

Sonam Udasi

Experience: 9.49 yrs • Total AUM: 1,09,797 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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