Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Retirement Fund NAV 52.7045 0 05 December, 2023

The Tata Retirement Savings Fund invests its capital in the equities and equity-related securities across the market capitalization. Tata Retirement Savings Scheme has a lock-in period of five years. Being a retirement plan, the fund is ideal for the investors who are salaried employees and keen to save for retirements. Tata Retirement savings Fund Progressive Plan offers a unique auto-switch feature, And help the investors to invest hassle-free without adjusting debt-equity proportion.

Fund Details

Fund Type Open Ended
Investment Plan Growth
Launch Date 01 November, 2011
Benchmark NIFTY 500 TRI
Asset Size(Cr) 1540.5828
Turn over 64.15%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Exit load of 1% if redeemed before 61 months.
Expense Ratio 2.07
Fund Manager Murthy Nagarajan, Sonam Udasi
Fund House Tata Mutual Fund

Investment Returns (As on 05 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.76% 0.33% 1.24%
1 M -0.13% 1.68% 2.86%
3 M 4.07% 2.58% 2.34%
6 M 19.35% 5.48% 1.39%
1 Y 16.07% 7.16% 6.08%
2 Y 6.87% 5.04% 7.76%
3 Y 15.33% 5.69% 12.84%
5 Y 13.56% 8.07% 7.75%

Risk Mesasures (As on 05 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 12.25 0.96 -3.46 0.76
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 6.5%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

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What Good is it to Invest in TATA Retirement Savings Fund?

If you are planning for your retirement, then investing in TATA Retirement Savings Fund shall be your first priority. It is an ace fund in the category of midcap mutual funds, and serves as one of the best options to create an adhesive retirement plan. An important part of the proud pedigree of the supreme asset management company TATA Mutual Fund, this fund is a powerhouse of wealth building and growth.

MySIPonline has helped countless people to make their investments and prosper. It provides them with eminent tools laced with cutting-edge technology, such as the online SIP Calculator to decipher their SIP investments, the Tax Calculator to accomplish the complex tax calculations in minutes, and several other add-ons to ensure a smooth and fast investment. Besides providing the online tools, it also gives periodic updates on mutual funds investments through its articles and blogs and recommends the best fund to invest per the market conditions, all that without charging a dime in return. Our selfless service towards promoting healthy investment has made us North India’s number 1 online investment portal.

What is the Objective of TATA Retirement Savings Fund - Progressive Plan?

Until you are young and are within the age limit to work officially for an organisation, the worries of tomorrow never tend to bother. But with age, they start knocking on the door and infest your lives with tension and chaos. Hence, to avoid such dreary situations it is important to plan well in advance. Thus, TATA MF introduced TATA Retirement Savings Fund - Progressive Plan with the objective that the people may get a chance to plan their future in a disciplined manner. By doing so, the investors would be able to focus more in their present and perform better at their jobs, since their future worries have been insured with TATA Retirement Fund.

What Makes TATA Retirement Savings Fund Better than Other Options?

When you are spending money, regardless of how big or small that amount is, you have the full right to know the reasons for which you paying. As far as investing in TATA Retirement Savings Fund G is concerned, there is not one but many reasons that will compel you to make an investment in this fund. Let’s see what makes this fund better than the others.

  • Enjoys Best Ratings from CRISIL
    Earning a good rating from CRISIL is a very tough challenge to beat. Not only does the fund need to be good in performance, but shall also showcase versatility in its suitability towards different kinds of investors. TATA Retirement Savings Fund (G), being a multicap fund assorted with varied stocks, is suitable for both the aggressive and conservative class of investors. Since the portfolio of the fund isn’t entirely weighted on a single category, it encompasses a wider scope of nourishing the needs of a dense population. Hence, due to its exceptional servility towards a large set of audience, CRISIL awarded this fund its rare ranking – a five star badge glinting on the label of the fund.
  • Diverse Portfolio
    It is a multicap fund by nature. Which means that the fund encompasses a variety of different stocks that help in building a comprehensive portfolio ready for all market conditions. The presence of high energy small cap and mid-cap stocks allow momentum to flow into the portfolio, and the large and giant cap stocks provide the much needed cover. This in turn fuels the fund to give its best shot no matter what the market environment has reduced to.
  • High Rewards
    The primary reason for which a person makes an investment is returns. If the fund isn’t paying well, then everything else become secondary, no matter how well the fund has been designed or how beneficial it can be in the future. Thankfully, the rewards reaped by TATA Retirement Fund are appealing which makes it a good deal from every aspect. The fund spewed returns worth 19.74% in the last five years, a figure that stands tall in front of the benchmark (NIFTY 50 Total Return) and the peers. Further, a study has revealed that if the market stays positive for a while, then the fund may easily cross 25-30% and may produce the best results in the mid-cap category that the market has ever seen.
  • Spectacular Growth Potential
    Investing in the fund means putting your money on steroids. In the last 18 months, the fund has climbed really fast in its growth rate and has beaten the benchmark, thus setting new records and milestones for other to conquer. The growth graph depicts that a monthly SIP investment of Rs. 1000 made in this fund has yielded 29.30% value over and above the principal investment. Hence, it is the most apt fund for you to begin planning your retirement in and progressive and healthy manner.

How to Plan Retirement with TATA Retirement Savings Fund Progressive Plan?

If you want to make an infallible and lucrative plan for securing your retirement, thenThis Fund is of course one of the best choices you have. You can start your investment instantly with the unmatchable services of MySIPonline. However, before you put the pedal on the medal, take hold of the following information that will come in very handy while investing in the fund: -

  • The NAV
    The NAV is the cost to be incurred for buying a unit in the fund. Tata Retirement Savings Fund Progressive Plan was last listed at Rs. 28.97 on 19th June, 2018, after experiencing a decline in the value to the tune of 0.50% in its value. Since the fund is running cheaper than before, now may be a good time to invest in it.
  • The Investment Route
    The best way to invest in this fund is to initiate an SIP plan via MySIPonline. By doing so, you’ll enjoy two benefits in a single stroke; one, you need not invest all you budget at once and can comfortably spread it across your investment horizon; second, you will not be asked for a single penny by MySIPonline for the services that it provides. All in all, it’s a win-win situation for you and a deal of a lifetime which you can’t afford to miss.
  • The Caution
    It has a strict policy regarding the early redemption, and imposes 1% penalty on any redemption made before the investor attains the age of 60 years. This is done to promote long-term investment so that the investors are able to capture the benefit of the entire growth cycle, and accelerate towards achieving their retirement objectives.
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My search ended on Tata Retirement Savings Fund - Progressive Plan when I was looking for a good savings plan for my retirement. This scheme is a great option for aggressive investors like me who are willing to earn high. It has yielded good returns with time and has helped me increase my retirement savings by a great extent. I am thankful to the experts of MySIPonline who increased my confidence regarding investment in this scheme.
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