Tata Mutual Fundimage

Tata Retirement Savings Fund - Progressive Plan - Regular Plan

OthersRetirementGrowth

Fund Overview

NAV (20 Mar 26)

58.70

AUM (in Cr)

₹ 2013.58

5 Years CAGR

% 9.78

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Tata Retirement Savings Fund - Progressive Plan - Regular Plan
-7.27
-9.87
-10.98
0.30
13.87
9.78
Retirement
-6.11
-6.83
-6.35
2.11
11.97
9.95

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Expense Ratio
% 2.03
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
AUM
₹ 2013.58
Inception Date
07 Oct 2011
Turnover Ratio
% 41.50
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.
Asset Class
Others
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Tata Mutual Fund

Total AUM

₹ 225718.56

No. of Schemes under this AMC

72

Phone

66578282

Email

service@tataamc.com

Incorporation Date

6/30/1995

Address

1903, B-Wing, Parinee Crescenzo,, G-Block, Bandra Kurla Complex,, Bandra East,

Mumbai - 400051

Tata Mutual Fundimage

Tata Retirement Savings Fund - Progressive Plan - Regular Plan

OthersRetirement
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