Comprehensive analysis of Tata Retirement Savings Fund - Progressive (G) (13420) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Tata Asset Management Ltd
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Recent performance momentum
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.48% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 6.93% |
| Net CA & Others | Debt Others | 6.90% |
| HDFC Bank Ltd | Banks | 6.78% |
| Solar Industries India Ltd | Aerospace & Defence | 4.70% |
| Net CA & Others | Debt Others | 4.66% |
| Reliance Industries Ltd | Refineries | 4.53% |
| Reliance Industries Ltd | Refineries | 4.38% |
| BSE Ltd | Financial Services | 4.12% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.01% |
| Solar Industries India Ltd | Aerospace & Defence | 3.97% |
Compare against Retirement Fund category average
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Pension Plan - Direct (G) | ₹241.01 | 3.97% | 8.00% | 13.89% |
| Franklin India Pension Plan - (G) | ₹220.00 | 3.57% | 7.17% | 13.02% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹81.58 | 1.93% | 7.34% | 22.94% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹78.28 | 2.80% | 8.59% | 20.91% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.77 | 2.08% | 7.07% | 19.22% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.04 | 4.40% | 6.01% | 25.27% |
| UTI-Retirement Fund - Direct | ₹54.03 | 4.60% | 8.71% | 15.22% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.27 | 3.90% | 4.92% | 23.87% |
| UTI-Retirement Fund - Regular | ₹50.08 | 4.27% | 8.02% | 14.48% |
| HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) | ₹44.38 | 4.84% | 6.95% | 19.91% |
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