17418
5431
Tata Retirement Savings Fund - Progressiv-Dir (G)
23.28
6.88
20.76
0.31
3.55
13.33
0.31
16.23
7
  • NAV

    80.16

    as on 20 Jun 2025

  • ₹0.86 (1.09%)

    Last Change

  • 23.28%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns, risk & more! Compare
  • ₹ 150

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.54%

    Expense Ratio
  • Rating
  • 2,083 Cr

    Fund Size
  • 12 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

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.
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.

Murthy Nagarajan

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  • Fund Name
  • Address :
  • 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
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FAQs

You can invest in Tata Retirement Savings Fund - Progressiv-Dir (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Retirement Savings Fund - Progressiv-Dir (G) in the search box.
  3. 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

  1. HDFC Bank - 7.04%
  2. BSE - 4.51%
  3. Solar Industries - 4.49%
  4. Reliance Industr - 4.24%
  5. TCS - 4.04%

The top sectors Tata Retirement Savings Fund - Progressiv-Dir (G) has invested in are

  1. Banks - 12.03%
  2. Petroleum Products - 6.58%
  3. Industrial Products - 6.3%
  4. Consumer Durables - 5.92%
  5. IT-Software - 4.7%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. 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

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