Tata Retirement Savings Fund Progressive Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 33.04 | 13.66 | 14.87 | 12.08 |
Average Rolling Returns(%) | 16.65 | 15.34 | 14.24 | 14.80 |
The Current NAV of Tata Retirement Savings Fund Progressive Plan - Growth is ₹55.26.
It is better to invest in a fund with a longer track record as Tata Retirement Savings Fund Progressive Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 - TRI returns, as Funds portfolio is significantly different.
Tata Retirement Savings Fund Progressive Plan - Growth fund’s expense ratio is 2.05%
The process for redemption is
The AUM of Tata Retirement Savings Fund Progressive Plan - Growth is currently ₹1,723 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 36% of fund’s portfolio respectively.
Top three sectors of Tata Retirement Savings Fund Progressive Plan - Growth fund are BFSI, FMCG and Oil & Gas accounting for 39% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Retirement Savings Fund Progressive Plan - Growth Fund is Solution Oriented - Retirement Fund.
Sonam Udasi and Murthy Nagarajan manage the Tata Retirement Savings Fund Progressive Plan - Growth Fund.
Tata Retirement Savings Fund Progressive Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Retirement Savings Fund Progressive Plan - Growth is Stocks : 97.21%, Debt : 2.81% and Gold : 0%
The minimum SIP amount for Tata Retirement Savings Fund Progressive Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Retirement Savings Fund Progressive Plan - Growth is Nil on or after age of 60 year, 1% before 61 months from the daysate of allotment