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Tata Retirement Savings Fund - Progressive (G)
9.71
0.20
7.51
0.30
-5.45
-4.80
5.47
13.37
7
1.44
7.51
Tata Retirement Savings Fund - Progressive (G)
1.55
9.12
1.19
3.5
5 Years

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  • NAV

    65.33

    12 Oct 2026

  • 0.19%

     1 Day

  • 9.71%

    3Y CAGR returns

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

This fund doubles your investment in 5 years, 1 month & 13 days.

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  • ₹ 150

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 2.21%

    Expense Ratio

  • 2

     Rating

  • 2,104 Cr

    Fund Size

  • 15 Years

    Fund Age

SIP Calculator

SIP One-Time
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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 12 Oct 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.20%
  • 9.71%
  • 7.51%
  • 13.37
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
5.39%
4.97%
4.11%
3.94%
3.81%
77.78%
View All

Advance Ratio

  • 0.69Alpha
  • 4.85SD
  • 1.01Beta
  • 0.35Sharpe

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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