Tata Retirement Savings Fund Progressive Plan Direct Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock In
17.50%
3Y annualised
+0.74% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹61.77
Min. SIP amount₹150
Rating3
Fund size₹1,512.30Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns21.5%17.5%15.3%15.9%
Category average16.1%18.9%15.2%NA
Rank with in category124123NA
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Holdings (54)

NameSectorInstrumentAssets
FinancialEquity5.9%
Consumer StaplesEquity4.4%
EnergyEquity4.3%
FinancialEquity4.0%
ChemicalsEquity3.5%
TechnologyEquity3.2%
ServicesEquity2.8%
Metals & MiningEquity2.7%
Consumer StaplesEquity2.4%
FinancialEquity2.4%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Cons

Lower expense ratio: 0.61%
3Y annualised returns lower than category average by 1.44%
1Y, 5Y and 10Y annualised returns higher than category average
Lock-in period: 5Y

Expense ratio, exit load and tax

Expense ratio: 0.61%

Inclusive of GST

Exit load

Exit load of 1% if redeemed before 61 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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