Tata Retirement Savings Fund-Progressive Plan - Direct - Growth
Solution Oriented Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
13.69%
Expense Ratio
0.82%
as of 01/08/2026
AUM
₹280.26 Cr
Qtr End: Jun 26
NAV
₹86.059
as of 02/09/2026
3Y Returns (CAGR)
13.69%
Expense Ratio
0.82%
as of 01/08/2026
AUM
₹280.26 Cr
Qtr End: Jun 26
NAV
₹86.059
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 6.05% | 26.49% | 10.89% |
| 6M | 14.74% | 31.65% | 16.37% |
| 1Y | 9.31% | 9.31% | 14.32% |
| 3Y | 46.93% | 13.69% | 14.66% |
| 5Y | 69.51% | 11.13% | 14.25% |
Scheme Details
- Launch Date
- 07/10/2011
- Fund Age
- 14.9 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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