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
27.9231
(16/08/2019)
L 52Wk H
25.25
30.78
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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
27.9231
(16/08/2019)
Time to Invest
Tata Retirement Savings Fund - Progressive Plan
Rating
L 52Wk H
25.25
30.78
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
-3.48%
3M
0.51%
6M
4.22%
1Y
-6.69%
3Y
10.09%
5Y
12.42%
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

624.72 Cr
Tata Retirement Savings Fund - Progressive Plan AUM is 58% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil on or after age of 60Y 1% before age of 60Y
Lock In Period - NIL

Expense Ratio

2.47%
Tata Retirement Savings Fund - Progressive Plan Expense Ratio is 77% lower than other schemes in the category

Turnover Ratio

47.58%
Tata Retirement Savings Fund - Progressive Plan Turnover Ratio is 300% higher than other schemes in the category