Tata Retirement Savings Fund-Progressive Plan - Direct - Growth
Solution Oriented Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
14.67%
Expense Ratio
0.83%
as of 01/07/2026
AUM
₹267.49 Cr
Qtr End: Mar 26
NAV
₹84.17
as of 17/07/2026
3Y Returns (CAGR)
14.67%
Expense Ratio
0.83%
as of 01/07/2026
AUM
₹267.49 Cr
Qtr End: Mar 26
NAV
₹84.17
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 6.72% | 29.73% | 13.10% |
| 6M | 7.16% | 14.84% | 18.21% |
| 1Y | 4.09% | 4.09% | 14.50% |
| 3Y | 50.77% | 14.67% | 14.62% |
| 5Y | 75.75% | 11.94% | 14.25% |
Scheme Details
- Launch Date
- 07/10/2011
- Fund Age
- 14.8 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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