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 indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High 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.
Fund manager experience
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.35% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 6.90% |
| HDFC Bank Ltd | Banks | 6.78% |
| Reliance Industries Ltd | Refineries | 4.38% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.01% |
| Solar Industries India Ltd | Aerospace & Defence | 3.97% |
| BSE Ltd | Financial Services | 3.77% |
| ITC Ltd | Tobacco Products | 3.66% |
| Tata Consultancy Services Ltd | IT - Software | 3.54% |
| Radico Khaitan Ltd | Alcoholic Beverages | 3.27% |
| Mahanagar Gas Ltd | Gas Distribution | 2.46% |
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 Retirement Fund - Direct (G) | ₹239.10 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹217.95 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹78.78 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹76.37 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Moderate (G) | ₹64.01 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹56.83 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹53.18 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹50.12 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹49.24 | 6.75% | 1.91% | 11.67% |
| HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) | ₹43.53 | 11.44% | -0.12% | 15.77% |
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