Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Category: Retirement Fund
Launch Date: 01-11-2011
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.04% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 1,914 Cr As on ( 31-03-2025)
Turn over: 69.39
NAV as on 30-04-2025
61.4637
-0.53 ( -0.8594% )
CAGR Since Inception
14.39%
NIFTY 500 TRI 12.43%
Performance of Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund Managers

Murthy Nagarajan, Sonam Udasi

Investment Objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Returns Calculator for Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 11.38 0.44 0.01 0.87 7.15 4.05
Retirement Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Retrmnt Savings Reg Progressive Gr 01-11-2011 6.18 20.87 14.53 17.96 12.85
PGIM India Retirement Fund Reg Gr 15-04-2024 10.75 0.0 0.0 0.0 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 10.63 14.99 12.7 15.36 9.57
Nippon India Retrmnt Income Generation Sch Gr Gr 05-02-2015 10.47 10.86 9.43 8.37 7.33
ABSL Retrmnt The 40s Reg Gr 01-03-2019 10.09 18.51 12.79 13.85 0.0
Axis Retirement Fund Aggr Reg Gr 01-12-2019 9.43 19.8 12.15 14.59 0.0
SBI Retrmnt Benefit Cons Reg Gr 05-02-2021 9.34 10.09 9.4 0.0 0.0
Axis Retirement Fund Dyn Reg Gr 05-12-2019 9.22 20.0 13.27 14.91 0.0
Axis Retirement Fund Cons Reg Gr 05-12-2019 9.09 13.57 8.62 10.01 0.0
ICICI Pru Retrmnt Pure Debt Gr 05-02-2019 8.62 7.41 6.43 6.15 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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