Tata Retirement Savings Fund - Progressive Plan - Growth

Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Tata Retirement Savings Fund - Progressive Plan - Growth
Rating
Fund
Time to Invest
Tata Retirement Savings Fund - Progressive Plan - Growth
NAV
36.4113
(22/01/2021)
L 52Wk H
21.06
37.13
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Tata Retirement Savings Fund - Progressive Plan - Growth

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Tata Retirement Savings Fund - Progressive Plan - Growth
Fund
NAV
36.4113
(22/01/2021)
Time to Invest
Tata Retirement Savings Fund - Progressive Plan - Growth
Rating
L 52Wk H
21.06
37.13
Investment Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investorsbased on their retirement planning goals. .

Category
  • Solution Oriented - Retirement Fund
Benchmark
  • S&P BSE 200 - TRI
Returns
Absolute
1M
5.67%
3M
14.36%
6M
23.66%
Annualised
1Y
15.68%
3Y
6.47%
5Y
15.52%
Historical NAV
NAV for scheme Tata Retirement Savings Fund -Regular Plan -Progressive -Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Retirement Savings Fund - Progressive Plan - Growth

AUM

949.23 Cr
Tata Retirement Savings Fund - Progressive Plan - Growth AUM is 70% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil on or after age of 60Y 1% before 61 months from the Date of allotment
Lock In Period - NIL

Expense Ratio

2.34%
Tata Retirement Savings Fund - Progressive Plan - Growth Expense Ratio is 72% lower than other schemes in the category

Turnover Ratio

81.95%
Tata Retirement Savings Fund - Progressive Plan - Growth Turnover Ratio is 263% higher than other schemes in the category