Tata Retirement Savings Fund - Progressive
Growth
NAV
Net Assets(AUM)
₹1,312 Cr
Inception Date1 Nov 2011
CategorySolutions Retirement Fund
TypeOpen Ended Fund
BenchmarkRetirement Fund Peer Index
Category Rank6 th in Retirement Fund Solutions
  
Min Investment Amount₹5,000
Min SIP Investment₹150
Alpha-6.4
Expense Ratio-%
Sharpe Ratio-0.5
Information Ratio-1.1
Exit Load0-60 Years (1%),60 Years and above(NIL)

Note: Data shown as on : 31 Oct 2022

Return

1 Year3 Year5 YearSince Inception
0.2%12.0%9.1%14.2%

Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.

Past Return (Absolute)

20212020201920182017
23.3%14.4%11.5%-6.1%49.1%
Chart

Investors understand that their principal will be at Moderately High risk

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
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