Tata Retirement Savings Fund - Progressiv-Dir (G)
-
NAV
80.16
as on 20 Jun 2025
-
₹0.86 (1.09%)
Last Change
-
23.28%
3Y CAGR returns
-
₹ 150
Min SIP -
₹ 5000
Min Lumpsum -
0.54%
Expense Ratio -
2,083 Cr
Fund Size -
12 Years
Fund Age
Returns and Ranks ( as on 20 Jun 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.88%
- 23.28%
- 20.76%
- 16.23
- 2.25Alpha
- 3.97SD
- 0.89Beta
- 0.93Sharpe
- Exit Load
- Nil - If redeemed or switch out on or after attainment of retirment age i.e. 60years Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.
- Tax implication
- Returns are taxed as per your Income Tax slab.
Murthy Nagarajan
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 1,214
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 6,474
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 3,190
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2,083
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2,151
- Fund Name
-
- Equity
- Small Cap Fund
- AUM - ₹ 10,529
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,227
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,797
-
- Equity
- Mid Cap Fund
- AUM - ₹ 4,701
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,909
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,232
- Address :
- 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
- Contact :
- +91022 62827777
- Email ID :
- service@tataamc.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 41,750
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 6,036
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 69,763
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 1,488
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 1,271
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
You can invest in Tata Retirement Savings Fund - Progressiv-Dir (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Retirement Savings Fund - Progressiv-Dir (G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Tata Retirement Savings Fund - Progressiv-Dir (G) has delivered 17.28% since inception
The NAV of Tata Retirement Savings Fund - Progressiv-Dir (G) is ₹77.109 as of 20 Jun 2025
The expense ratio of Tata Retirement Savings Fund - Progressiv-Dir (G) is % as of 20 Jun 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Tata Retirement Savings Fund - Progressiv-Dir (G) 1866.16 CR as of 20 Jun 2025
The minimum SIP amount of Tata Retirement Savings Fund - Progressiv-Dir (G) is 150
The top stock holdings of Tata Retirement Savings Fund - Progressiv-Dir (G) are
- HDFC Bank - 7.04%
- BSE - 4.51%
- Solar Industries - 4.49%
- Reliance Industr - 4.24%
- TCS - 4.04%
The top sectors Tata Retirement Savings Fund - Progressiv-Dir (G) has invested in are
- Banks - 12.03%
- Petroleum Products - 6.58%
- Industrial Products - 6.3%
- Consumer Durables - 5.92%
- IT-Software - 4.7%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Tata Retirement Savings Fund - Progressiv-Dir (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Tata Retirement Savings Fund - Progressiv-Dir (G) based on your investment objective and risk tolerance