Tata Retirement Savings Fund-Progressive Plan - Direct - Growth
A Solution Oriented Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
14.73%
Expense Ratio
0.67%
as of 01/05/2026
AUM
₹267.49 Cr
Qtr End: Mar 26
NAV
₹80.785
as of 03/06/2026
3Y Returns (CAGR)
14.73%
Expense Ratio
0.67%
as of 01/05/2026
AUM
₹267.49 Cr
Qtr End: Mar 26
NAV
₹80.785
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 7.68% | 34.44% | 20.60% |
| 6M | 0.97% | 1.95% | 17.75% |
| 1Y | -0.92% | -0.92% | 14.09% |
| 3Y | 51.02% | 14.73% | 14.48% |
| 5Y | 77.74% | 12.19% | 14.16% |
Scheme Details
- Launch Date
- 07/10/2011
- Fund Age
- 14.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| ICICI Prudential Retirement Fund Pure Equity Plan - Direct - Growth | 22.63% | 0.72% | ₹316.87 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct - Growth | 20.17% | 0.79% | ₹61.4 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct - Growth | 16.60% | 1.14% | ₹24.64 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan - Direct - Growth | 10.71% | 0.87% | ₹10.58 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan - Direct - Growth | 8.60% | 0.63% | ₹8.19 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth | 12.49% | 1.12% | ₹7.72 |
| Union Retirement Fund - Direct - Growth | 14.76% | 1.15% | ₹7.27 |