Tata Retirement Savings Fund-Progressive Plan - Direct - Growth
Solution Oriented Scheme by Tata Asset Management Private Limited
3Y Returns (CAGR)
12.38%
Expense Ratio
0.82%
as of 01/08/2026
AUM
₹280.26 Cr
Qtr End: Jun 26
NAV
₹81.163
as of 16/10/2026
3Y Returns (CAGR)
12.38%
Expense Ratio
0.82%
as of 01/08/2026
AUM
₹280.26 Cr
Qtr End: Jun 26
NAV
₹81.163
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.29% | -16.07% | 11.66% |
| 6M | 3.02% | 6.14% | 12.43% |
| 1Y | 0.37% | 0.37% | 14.87% |
| 3Y | 41.93% | 12.38% | 14.79% |
| 5Y | 55.57% | 9.24% | 14.27% |
Scheme Details
- Launch Date
- 07/10/2011
- Fund Age
- 15 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
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