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5431
Tata Retirement Savings Fund - Progressive Growth
13.30
3.03
11.09
0.02
0.70
5.58
8.60
13.96
7
1.69
11.09
Tata Retirement Savings Fund - Progressive (G)
1.82
12.75
1.19
3.5
5 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    67.79

    23 Jul 2026

  • -1.07%

     1 Day

  • 13.30%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 150

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 2.25%

    Expense Ratio

  • 2

     Rating

  • 2,164 Cr

    Fund Size

  • 14 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 3.03%
  • 13.30%
  • 11.09%
  • 13.96

Scheme Allocation

By Holding By Sector By Asset
5.29%
5.03%
3.87%
3.54%
3.30%
78.97%
View All

Advance Ratio

  • 0.99Alpha
  • 4.70SD
  • 1.00Beta
  • 0.55Sharpe

Exit Load & Tax Implication

  • 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.

Fund Objective

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

Fund Managers

Murthy Nagarajan

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • 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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