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3 Year return
17.1%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1835.96 Cr.
Expense Ratio
0.57% (inclusive of GST)
Exit Load
Nil - If redeemed or switch out on or after attainment of retirment age i.e. 60years Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.
Tax Implications
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Net CA & Others | 2.91 % |
| TCS | 2.9 % |
| Jupiter Wagons | 2.85 % |
| APL Apollo Tubes | 2.7 % |
| Zomato Ltd | 2.52 % |
| Radico Khaitan | 2.44 % |
| Karur Vysya Bank | 2.09 % |
| Tata Consumer | 2.03 % |
| Adani Ports | 2.01 % |
| PB Fintech. | 1.86 % |
| ACC | 1.86 % |
| Exide Inds. | 1.82 % |
| Polycab India | 1.81 % |
| Nestle India | 1.8 % |
| I O C L | 1.76 % |
| Metro Brands | 1.74 % |
| Avenue Super. | 1.73 % |
| Bosch | 1.69 % |
| Newgen Software | 1.62 % |
| Kirl.Pneumatic | 1.57 % |
| Oil India | 1.55 % |
| 3M India | 1.43 % |
| Sunteck Realty | 1.43 % |
| Bharat Electron | 1.37 % |
| Aurobindo Pharma | 1.36 % |
| Godrej Industrie | 1.3 % |
| Hero Motocorp | 1.3 % |
| Bandhan Bank | 1.27 % |
| Doms Industries | 1.25 % |
| Muthoot Finance | 1.21 % |
| Dixon Technolog. | 1.19 % |
| Titan Company | 1.1 % |
| Petronet LNG | 1.1 % |
| Mahanagar Gas | 1.09 % |
| Kaynes Tech | 1.09 % |
| Volt.Transform. | 1.07 % |
| Maruti Suzuki | 1.06 % |
| Cera Sanitary. | 1.06 % |
| Saregama India | 1.06 % |
| UTI AMC | 1.04 % |
| United Spirits | 1.04 % |
| Jindal Steel | 1.01 % |
| Pricol Ltd | 1 % |
| NTPC | 0.99 % |
| Praveg | 0.99 % |
| Sonata Software | 0.99 % |
| Cyient | 0.98 % |
| Jio Financial | 0.94 % |
| HDFC Life Insur. | 0.91 % |
| Pidilite Inds. | 0.88 % |
| Swan Energy | 0.87 % |
| Campus Activewe. | 0.85 % |
| Matrimony.com | 0.45 % |
| Reverse Repo | 0.18 % |
Tata Mutual Fund Managers
MN
Murthy Nagarajan
Fund Manager since Apr 2017
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Retirement Fund Wealth Creation Scheme Direct Plan IDCW Payout |
21.62% |
3.5 |
|
Aditya Birla Sun Life Retirement Fund The 30S Plan Direct Payout of IDCW Payout |
14.01% |
0.5 |
|
Aditya Birla Sun Life Retirement Fund The 40S Plan Direct Payout of IDCW Payout |
12% |
0.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About Tata Retirement Savings Fund Progressive Plan Direct Plan Growth
The Tata Retirement Savings Fund Progressive Plan Direct-Growth, a dedicated retirement mutual fund scheme, is presented by the trusted Tata Mutual Fund. This open-ended plan is crafted with the purpose of long-term capital appreciation. One of its unique features is the lock-in period, which extends for 5 years or until the investor attains retirement age, depending on whichever comes first. This fund offers the advantage of a diversified investment portfolio.
Investment Objective of This Scheme
The key objective of the Tata Retirement Savings Progressive Fund Direct Plan Growth is to serve as an effective financial planning instrument, aiding investors in achieving long-term financial security aligned with their retirement goals. It's crucial to understand that while the fund aims to achieve this objective, market dynamics can vary, and the realisation of the fund's objectives is not assured.
Key Features of The Fund
| 5-year return | 16.6% |
| Expense Ratio | 0.57% |
| Fund Manager | Murthy Nagarajan |
| Fund Size | ₹1835.96 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Progressive Plan is primarily designed for investors seeking long-term capital appreciation. It is predominantly an equity-oriented savings scheme, with investments ranging between 85% to 100% in equity and equity-related instruments. This makes it an excellent retirement planning tool for individual investors, particularly those who are comfortable with the risks associated with equity investments and are seeking potential high returns in the long run.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
