Tata Retirement Savings Fund - Progressive Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Retirement Savings Fund - Progressive Growth Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹2,104 Cr

Lock In Period

5 Years

Expense Ratio

2.21

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.06-1.473.94
6M-2.230.8017.00
1Y-4.532.7339.64
3Y9.0012.71129.17

Portfolio Analysis

  • Equity: 93.51%
  • Debt: 6.49%
  • Others
As on: 2026-09-30
View allocation % by

1. ICICI BANK LTD4.97%
2. KOTAK MAHINDRA BANK LTD2.28%
3. KARUR VYSYA BANK LTD2.14%
4. RBL BANK LTD1.15%

1. MULTI COMMODITY EXCHANGE OF IND LTD3.81%
2. BSE LTD1.85%

1. SOLAR INDUSTRIES INDIA LTD5.39%

1. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.82%
2. HCL TECHNOLOGIES LTD1.68%
3. TATA CONSULTANCY SERVICES LTD0.88%
4. ZENSAR TECHNOLOGIES LTD0.60%

1. ETERNAL LTD4.11%

1. RELIANCE INDUSTRIES LTD3.66%

1. EXIDE INDUSTRIES LTD2.12%
2. ATHER ENERGY LTD1.51%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.02%
2. ABBOTT INDIA LTD1.04%
3. GLAXOSMITHKLINE PHARMACEUTICALS LTD0.56%

1. ONE 97 COMMUNICATIONS LTD2.01%
2. PB FINTECH LTD1.55%

1. RAINBOW CHILDRENS MEDICARE LTD2.14%
2. APOLLO HOSPITALS ENTERPRISE LTD1.40%

1. RADICO KHAITAN LTD3.17%

1. MUTHOOT FINANCE LTD1.38%
2. SHRIRAM FINANCE LTD1.01%
3. MANAPPURAM FINANCE LTD0.68%

1. NESTLE INDIA LTD1.68%
2. BIKAJI FOODS INTERNATIONAL LTD1.34%

1. POLYCAB INDIA LTD1.83%
2. DIAMOND POWER INFRASTRUCTURE LTD0.90%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD2.46%

1. GRASIM INDUSTRIES LTD1.31%
2. THE RAMCO CEMENTS LTD1.01%

1. 360 ONE WAM LTD2.25%

1. COAL INDIA LTD2.05%

1. DIXON TECHNOLOGIES (INDILTD2.02%

1. TITAN COMPANY LTD1.96%

1. FUJIYAMA POWER SYSTEMS LTD1.89%

1. NIPPON LIFE INDIA ASSET MANAGEMENT LTD1.88%

1. KIRLOSKAR PNEUMATIC COMPANY LTD1.77%

1. TATA CONSUMER PRODUCTS LTD1.73%

1. DOMS INDUSTRIES LTD1.71%

1. OIL INDIA LTD1.63%

1. ADANI POWER LTD1.50%

1. GRINDWELL NORTON LTD1.28%

1. GODREJ INDUSTRIES LTD1.25%

1. ADANI ENERGY SOLUTIONS LTD1.12%
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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 ₹2,104 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.21. 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
Navi Flexi Cap Fund Growth1286 CR2.59
Bandhan Flexi Cap Fund Growth37,115 CR2.21
Tata Retirement Savings Fund - Progressive Growth32,104 CR2.21
Kotak Gold ETF Growth014,472 CR0.52
Fund Name1Y3Y
This FundNavi Flexi Cap Fund Growth2.403127.7462
This FundBandhan Flexi Cap Fund Growth-6.121729.0608
This FundTata Retirement Savings Fund - Progressive Growth-4.525129.487
This FundKotak Gold ETF Growth11.8049129.1694

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 2.21. 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 : -7.06%
  • 6 Months : -2.23%
  • 1 Year : -4.53%
  • 3 Years : 9.00%
Returns of Tata Retirement Savings Fund - Progressive Growth are updated daily based on NAV of ₹ 62.3649 as on Oct 23,2026. Since inception, the return has been 29.49%.

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 ₹2,104 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.
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