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Tata Retirement Savings Progressive Fund Growth

Tata Retirement Savings Progressive Fund Growth

Very High Risk
▲ 9.90%3Y Annualized
-0.03%1D Returns

NAV (15 Oct ’26)

₹65.63

Min SIP Amount

₹150.00

Fund Size (AUM)

₹2,104.38 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About Tata Retirement Savings Progressive Fund Growth

Tata Retirement Savings Progressive Fund Growth is a mutual fund scheme from Tata Asset Management Pvt Ltd. The fund was launched on 1 November 2011 and is managed by Murthy Nagarajan and Sonam Udasi. As of 15 October 2026, the fund has an AUM of ₹2,104.38 Cr and its latest NAV is ₹65.63. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹150 and lumpsum investment starting from ₹5,000.

The fund primarily invests in Financial Services, Industrials, and Consumer Cyclical and its top holdings include Solar Industries India Ltd, ICICI Bank Ltd, Eternal Ltd, Multi Commodity Exchange of India Ltd, and Reliance Industries Ltd. The fund has delivered 0.9% returns over the last 1 year, 9.9% annualised returns over 3 years, 7.3% annualised returns over 5 years, and 13.4% annualised returns since inception.

Tata Retirement Savings Progressive Fund Growth may be suitable for investors looking for long-term wealth creation and who are comfortable with Very High Risk risk.

Top 10 Holdings

NameValueWeighting
Solar Industries India LtdBasic Materials₹113.47 Cr5.39%
ICICI Bank LtdFinancial Services₹104.68 Cr4.97%
Eternal LtdConsumer Cyclical₹86.40 Cr4.11%
Multi Commodity Exchange of India LtdFinancial Services₹80.20 Cr3.81%
Reliance Industries LtdEnergy₹76.92 Cr3.66%
BSE LtdFinancial Services₹76.54 Cr3.54%
Radico Khaitan LtdConsumer Defensive₹66.80 Cr3.17%
Nippon Life India Asset Management Ltd Ordinary SharesFinancial Services₹61.67 Cr2.78%
PB Fintech LtdFinancial Services₹57.38 Cr2.54%
ITC LtdConsumer Defensive₹53.45 Cr2.51%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns-1.60%+9.90%+12.06%+7.27%
Category average--------
Rank--------
cc-incontent-mobile

Fund Management

MN

Murthy Nagarajan

Experience: 9.51 Years

SU

Sonam Udasi

Experience: 10.51 Years

Minimum SIP Amount, Expense Ratio & Exit Load

Tata Retirement Savings Progressive Fund Growth Overview
Minimum SIP Amount₹150.00
Expense Ratio

2.18%

Inclusive of GST

Exit Load(a) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nil (b) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event” – Nil (c) For Redemption of units before 61 months from the date of allotment: 1% of the applicable NAV.

Types of Mutual Funds to Invest in India

Mutual funds in India are classified as follows:

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Tata Retirement Savings Progressive Fund Growth FAQ's

What are the returns of Tata Retirement Savings Progressive Fund Growth?

Tata Retirement Savings Progressive Fund Growth has generated 0.9% returns over 1 year, 9.9% over 3 years and 7.3% over 5 years as of 15 October 2026.

What is today's NAV of Tata Retirement Savings Progressive Fund Growth?

Currently, the Net Asset Value (NAV) of Tata Retirement Savings Progressive Fund Growth is ₹65.63, as of 15 October 2026.

What are the ways to invest in Tata Retirement Savings Progressive Fund Growth?

You can invest in Tata Retirement Savings Progressive Fund Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in Tata Retirement Savings Progressive Fund Growth?

The minimum SIP amount for Tata Retirement Savings Progressive Fund Growth is ₹500 per instalment.

What is the expense ratio of Tata Retirement Savings Progressive Fund Growth?

The expense ratio of Tata Retirement Savings Progressive Fund Growth is 2.18%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹109.

What is the risk level of Tata Retirement Savings Progressive Fund Growth?

As per the fund factsheet published by the fund house, Tata Retirement Savings Progressive Fund Growth is considered to carry Very High Risk for its investors.

What are the top holdings of Tata Retirement Savings Progressive Fund Growth?

The top holdings of Tata Retirement Savings Progressive Fund Growth include Solar Industries India Ltd, ICICI Bank Ltd, Eternal Ltd, Multi Commodity Exchange of India Ltd and Reliance Industries Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Tata Retirement Savings Progressive Fund Growth?

Tata Retirement Savings Progressive Fund Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Tata Retirement Savings Progressive Fund Growth?

You can redeem your investment in Tata Retirement Savings Progressive Fund Growth on any business day. The exit load is (a) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nil (b) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event” – Nil (c) For Redemption of units before 61 months from the date of allotment: 1% of the applicable NAV..

Who is the fund manager of Tata Retirement Savings Progressive Fund Growth?

Tata Retirement Savings Progressive Fund Growth is managed by Murthy Nagarajan and Sonam Udasi. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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Disclaimer

  • Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
  • Paisabazaar Marketing and Consulting Private Limited is an AMFI registered Mutual Fund Distributor - ARN-336712 | ARN Validity period: 08 Aug 2025 to 07 Aug 2028
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