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Tata Retirement Savings Progressive Fund Growth

AllocationRetirement

65.13

0.49(0.76%)

NAV as on 19 Dec, 2025

CAGR

14.94%

Top Performer

This scheme has achieved the highest returns in its Retirement category over 10Y.

Returns

AUM (Crs.)2,128.79
Expense Ratio1.99 %
Sharpe Ratio / Category Average0.64
Standard Deviation / Category Average13.39
Beta / Category Average-
Portfolio Turnover / Category Average34.74 / 44.31
Top 5 Stocks Wt.24.45
Top 10 Stocks Wt.42.33
Top 3 Sectors Wt.57.50
Investment StyleLarge Growth
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Market Cap

Concentration

No. of Stocks--
Avg. Market Cap--
Top 10 Stocks--
Top 5 Stocks--
Top 3 Sectors--

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Fundamentals

Measures	Fund	Category Average

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Sonam Udasi, Murthy Nagarajan
Launch Date01 Nov, 2011
BenchmarkS&P BSE 500

Objective

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.

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