Tata Retirement Savings Fund - Progressive Plan

Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Tata Retirement Savings Fund - Progressive Plan
Rating
Fund
Time to Invest
Tata Retirement Savings Fund - Progressive Plan
NAV
30.752
(11/12/2019)
L 52Wk H
26.63
31.19
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Tata Retirement Savings Fund - Progressive Plan

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Tata Retirement Savings Fund - Progressive Plan
Fund
NAV
30.752
(11/12/2019)
Time to Invest
Tata Retirement Savings Fund - Progressive Plan
Rating
L 52Wk H
26.63
31.19
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 SENSEX - TRI
Returns
1M
-0.74%
3M
10.04%
6M
4.07%
1Y
14.08%
3Y
14.95%
5Y
11.32%
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

AUM

728.46 Cr
Tata Retirement Savings Fund - Progressive Plan AUM is 66% 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

2.44%
Tata Retirement Savings Fund - Progressive Plan Expense Ratio is 78% lower than other schemes in the category

Turnover Ratio

59.20%
Tata Retirement Savings Fund - Progressive Plan Turnover Ratio is 295% higher than other schemes in the category