Tata Retirement Savings Fund Progressive Plan invests its capital in the equities and equity-related securities across the market capitalization. The fund has a lock-in period of five years. Being a retirement plan, the Tata Retirement Mutual Fund is ideal for the investors who are salaried employees and keen to save for retirements. Tata Retirement Savings Fund offers a unique auto-switch feature, and help the investors to invest hassle-free without adjusting debt-equity proportion.
|Fund Type||Open Ended|
|Benchmark||S&P BSE Sensex|
|Asset Size(Cr)||451.51 (As on Apr 30, 2018)|
|Fund Manager||Sonam Udasi (2.2), Murthy Nagarajan (1.2)|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1% for 60 days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Tata Retirement Savings Fund Progressive Plan-Plan A (G)|| ||12.2 %||15.17 %||20.4 %|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|