- Mutual Funds
- Tata Mutual Fund
- Tata Retirement Savings Progressive (G)
Tata Retirement Savings Progressive (G)
₹ 67.8009
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 67.8009
NAV (Oct 15)
Fund Returns
Last 1Y | 36.8% |
Last 3Y | 13.6% |
Last 5Y | 18.2% |
Last 10Y | 15.3% |
Since Inception | 15.9% |
6 Month CAGR | 19.5% |
Scheme Information
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Expense Ratio | 2 |
Launched (0y ago) | 2 |
AUM in Crores | 2181.8 |
ISIN | INF277K01FG0 |
Lock-in | 1825 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Retirement Savings Progressive (G) | 11,59,148 | 4,26,536 | 18.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.8%Reliance Industries Ltd.
4.6%ITC Ltd.
4.1%Others
3.2%Solar Industries India Ltd.
2.8%Allocation by Sector
Services
13.9%Financial
13.4%Consumer Staples
13.2%Capital Goods
10.6%Energy
10.2%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Retirement Savings Progressive (G) Review
Tata Retirement Savings Progressive (G) is a Retirement Fund Others fund and has delivered an annualised return of 15.895% over a period of 12 years. The fund is managed by Tata Mutual Fund. The fund managers are Murthy Nagarajan, Sonam Udasi.
Nav of Tata Retirement Savings Progressive (G) as of 10/15/2024 is ₹67.80 with the total AUM as of 10/16/2024 is ₹2181.792445. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Retirement Savings Progressive (G) was launched on 2011-11-01. The category risk of the fund is Below Average.
The minimum SIP amount for Tata Retirement Savings Progressive (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Tata Retirement Savings Progressive (G)?
How to invest in Tata Retirement Savings Progressive (G)?
You can invest in Tata Retirement Savings Progressive (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Retirement Savings Progressive (G)?
The minimum sip amount for Tata Retirement Savings Progressive (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Retirement Savings Progressive (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Retirement Savings Progressive (G)?
The expense ratio of the Tata Retirement Savings Progressive (G) is 2% for regular plan.
What is the NAV of Tata Retirement Savings Progressive (G)?
Today's Tata Retirement Savings Progressive (G) NAV is ₹67.80.