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Tata Retirement Savings Fund Progressive Plan Direct-Growth Tata Retirement Savings Fund Progressive Plan Direct-Growth Tata Retirement Savings Fund Progressive Plan Direct-Growth Tata Retirement Savings Fund Progressive Plan Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating Tata Retirement Savings Fund Progressive Plan Direct-Growth 4 5

Equity Multi Cap

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

7.45%

3 Yrs CAGR returns

5.21%

5 Yrs CAGR returns

10.36%

NAV as on 31 Jul

₹ 33.32 by 0.02 ( 0.07%)

Expense ratio

0.89

Lock-in period

19.29%

Exit load

1%

Fund Size (Cr)

₹ 640.52


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Mutual Funds Terms of Services.

Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 24.92
FMCG 13.59
Health Care 10.34
Energy 8.03
Communication 7.28
Services 6.93
Others 5.84
Cons Durable 4.25
Chemicals 3.66
Life Insurance 3.34
Top 10 Sectors %
Crude Oil & Natural Gas 8.03
Banking 7.91
Telecom.Services 7.28
Banking 6.74
Others 4.91
Cosmetics & Toiletries 4.08
Banking 3.72
Housing Finance 3.23
Drugs & Pharma 3.17
Tobacco Prod. 2.7
Fund house details
Fund House Tata Mutual Fund
Fund Manager Ennettee Fernandes
Fund Setup Date 01 Jan 2013
Address 9th Floor, Mafatlal Centre, Nariman Point, undefined
Contact 1800 209 0101
Email ID service@tataamc.com