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

Fund House: Tata Mutual Fund
Category: Retirement Fund
Launch Date: 01-11-2011
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.06% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,979.05 Cr As on 31-01-2025(Source:AMFI)
Turn over: 69.39% | Exit Load: Exit load of 1% if redeemed before 61 months.

56.7212

13.87%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 8 Months
9 Years 7 Months
11 Years 10 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.5
Sharpe Ratio 0.43
Alpha -0.12
Beta 0.87
Yield to Maturity 7.15
Average Maturity 4.05

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 2.76 17.99 12.48 14.82 11.21
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 7.12 6.88 5.77 5.45 -
UTI Retirement Fund - Regular Plan 26-12-1994 6.82 13.9 11.39 13.63 8.84
Tata Gilt Retirement Plan 28/2/25 Growth Option 29-09-2003 6.17 7.6 6.2 5.2 6.19
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 5.89 17.45 10.27 11.16 -
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth 05-03-2019 5.79 5.87 4.37 3.89 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 20-12-2019 5.7 18.25 10.89 12.19 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 5.63 9.51 8.23 - -
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 05-03-2019 5.3 8.94 6.76 5.03 -
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option 05-02-2016 5.25 9.57 8.14 8.2 -

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

31.01%

Others

8.06%

Large Cap

39.07%

Mid Cap

21.86%

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