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SOLUTION ORIENTED•RETIREMENT FUND

TATA Retirement Savings Fund Progressive

3 Year return

15.92%
NAV on December 11, 2025
78.6504
1D Returns
-0.49%
Launched on January 2013(12 years)

Investment Details

₹150
Minimum SIP Amount
₹5000
Minimum one time investment
Lock-in period: 5.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
28.83%₹1,038
Total Value ₹4,638

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,117.15 Cr.
Expense Ratio
0.53% (inclusive of GST)
Exit Load
Nil - If redeemed or switch out on or after attainment of retirment age i.e. 60years Nil - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

MN

Murthy Nagarajan

Fund Manager since Oct 2025

SU

Sonam Udasi

Fund Manager since Apr 2016

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Retirement Savings Fund Equity18.3177%
5
Nippon India Retirement Fund Wealth Creation Scheme16.2817%
3.5
HDFC Retirement Savings Fund Hybrid Equity15.0646%
5

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About Tata Retirement Savings Fund Progressive Plan Direct Plan Growth

The Tata Retirement Savings Fund Progressive Plan Direct-Growth, a dedicated retirement mutual fund scheme, is presented by the trusted Tata Mutual Fund. This open-ended plan is crafted with the purpose of long-term capital appreciation. One of its unique features is the lock-in period, which extends for 5 years or until the investor attains retirement age, depending on whichever comes first. This fund offers the advantage of a diversified investment portfolio.

Investment Objective of This Scheme

The key objective of the Tata Retirement Savings Progressive Fund Direct Plan Growth is to serve as an effective financial planning instrument, aiding investors in achieving long-term financial security aligned with their retirement goals. It's crucial to understand that while the fund aims to achieve this objective, market dynamics can vary, and the realisation of the fund's objectives is not assured.

Key Features of The Fund

5-year return
14.9174%
Expense Ratio
0.53%
Fund Manager
Murthy Nagarajan
Fund Size
₹2117.15 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Progressive Plan is primarily designed for investors seeking long-term capital appreciation. It is predominantly an equity-oriented savings scheme, with investments ranging between 85% to 100% in equity and equity-related instruments. This makes it an excellent retirement planning tool for individual investors, particularly those who are comfortable with the risks associated with equity investments and are seeking potential high returns in the long run.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Retirement Savings Fund Progressive on December 11, 2025, is ₹78.6504
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Retirement Savings Fund Progressive, is ₹2117.15 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Retirement Savings Fund Progressive is 0.53%
The TATA Retirement Savings Fund Progressive was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Retirement Savings Fund Progressive is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,638 in 3Y at 15.9248% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

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