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
36.0759
(19/04/2021)
L 52Wk H
24.57
38.09
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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
36.0759
(19/04/2021)
Time to Invest
Tata Retirement Savings Fund - Progressive Plan - Growth
Rating
L 52Wk H
24.57
38.09
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
-2.00%
3M
-1.81%
6M
13.31%
Annualised
1Y
44.99%
3Y
7.84%
5Y
14.45%
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

995.24 Cr
Tata Retirement Savings Fund - Progressive Plan - Growth AUM is 85% 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

2.33%
Tata Retirement Savings Fund - Progressive Plan - Growth Expense Ratio is 71% lower than other schemes in the category

Turnover Ratio

79.56%
Tata Retirement Savings Fund - Progressive Plan - Growth Turnover Ratio is 325% higher than other schemes in the category