• Home
  • Mutual Funds
  • Tata Retirement Savings Fund - Progressive Growth

Tata Retirement Savings Fund - Progressive Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Retirement Savings Fund - Progressive Growth Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹2,164 Cr

Lock In Period

5 Years

Expense Ratio

2.25

Exit Load

Nil - If redemption or switch out on or after attainment of retirement age i.e. 60years.Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event.Exit Load is 1% If redeemed before 61 months from the date of allotment.

Benchmark

BSE 200 Total Return

Tata Retirement Savings Fund - Progressive Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.110.366.13
6M8.482.5325.87
1Y5.805.0243.25
3Y13.2514.40133.96

Portfolio Analysis

  • Equity: 95.18%
  • Debt: 4.82%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI BANK LTD5.03%
2. KARUR VYSYA BANK LTD2.10%
3. KOTAK MAHINDRA BANK LTD1.93%
4. HDFC BANK LTD1.33%

1. BSE LTD3.54%
2. MULTI COMMODITY EXCHANGE OF IND LTD3.19%

1. SOLAR INDUSTRIES INDIA LTD5.29%

1. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.77%
2. HCL TECHNOLOGIES LTD1.43%
3. TATA CONSULTANCY SERVICES LTD0.84%
4. ZENSAR TECHNOLOGIES LTD0.58%

1. MUTHOOT FINANCE LTD1.81%
2. MANAPPURAM FINANCE LTD1.35%
3. SHRIRAM FINANCE LTD1.04%

1. RELIANCE INDUSTRIES LTD3.87%

1. NESTLE INDIA LTD1.75%
2. BIKAJI FOODS INTERNATIONAL LTD1.62%

1. RAINBOW CHILDRENS MEDICARE LTD2.24%
2. APOLLO HOSPITALS ENTERPRISE LTD1.08%

1. ETERNAL LTD3.30%

1. RADICO KHAITAN LTD3.12%

1. POLYCAB INDIA LTD2.90%

1. NIPPON LIFE INDIA ASSET MANAGEMENT LTD2.85%

1. KIRLOSKAR PNEUMATIC COMPANY LTD2.48%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD2.41%

1. PB FINTECH LTD2.30%

1. 360 ONE WAM LTD2.28%

1. TITAN COMPANY LTD2.20%

1. ITC LTD2.11%

1. EXIDE INDUSTRIES LTD1.93%

1. TATA CONSUMER PRODUCTS LTD1.90%

1. DOMS INDUSTRIES LTD1.83%

1. SUN PHARMACEUTICAL INDUSTRIES LTD1.32%
2. GLAXOSMITHKLINE PHARMACEUTICALS LTD0.48%

1. DIXON TECHNOLOGIES (INDILTD1.78%

1. COAL INDIA LTD1.75%

1. GODREJ PROPERTIES LTD1.63%

1. ADANI POWER LTD1.60%

1. FUJIYAMA POWER SYSTEMS LTD1.49%

1. OIL INDIA LTD1.47%

1. GE VERNOVA T&D INDIA LTD1.44%

1. GODREJ INDUSTRIES LTD1.38%

1. GRINDWELL NORTON LTD1.35%

1. VARUN BEVERAGES LTD1.10%

1. MARUTI SUZUKI INDIA LTD1.06%

1. GRASIM INDUSTRIES LTD1.03%

About Fund Tata Retirement Savings Fund - Progressive Growth

Tata Retirement Savings Fund - Progressive Growth managed by Tata Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹2,164 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.25. Under the expert guidance of Sonam Udasi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sonam Udasi

Mr. Sonam has done B.Com and PGDBM (Finance). He has 16 years of work experience in Analyst position. From April 1st 2016 ,he has joined Tata Mutual fund as a Equity Head. Prior to this he worked with IDBI Capital Market Services Ltd as Head Research, BRICS Securities as Head - Consumer Vertical, Prime Securities as Head Research, JM Financial AMC as Senior Analyst and with ASK Raymond James as Lead Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Flexi Cap Fund Growth213,327 CR1.88
Taurus Flexi Cap Fund Growth1348 CR2.81
Tata Retirement Savings Fund - Progressive Growth32,163 CR2.25
Kotak Gold ETF Growth013,419 CR0.52
Fund Name1Y3Y
This FundAxis Flexi Cap Fund Growth2.833743.124
This FundTaurus Flexi Cap Fund Growth5.201843.3718
This FundTata Retirement Savings Fund - Progressive Growth5.801345.2409
This FundKotak Gold ETF Growth43.2522133.9623

Tata Retirement Savings Fund - Progressive Growth FAQs

Tata Retirement Savings Fund - Progressive Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Retirement Savings Fund - Progressive Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Retirement Savings Fund - Progressive Growth’s fund performance is as follows:
  • 1 Month : 2.11%
  • 6 Months : 8.48%
  • 1 Year : 5.80%
  • 3 Years : 13.25%
Returns of Tata Retirement Savings Fund - Progressive Growth are updated daily based on NAV of ₹ 69.0161 as on Jul 31,2026. Since inception, the return has been 45.24%.

You can invest in Tata Retirement Savings Fund - Progressive Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Retirement Savings Fund - Progressive Growth is ₹2,164 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Retirement Savings Fund - Progressive Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.