SOLUTION ORIENTED•RETIREMENT FUND
TATA Retirement Savings Fund Progressive
3 Year return
15.10%
NAV on August 08, 2026
85.6941
1D Returns
-0.08%
Launched on January 2013(13 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
27.08%₹975
Total Value ₹4,575
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹2,163.79 Cr.
Expense Ratio
0.82% (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
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 Apr 2017
SU
Sonam Udasi
Fund Manager since Apr 2016
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Retirement Savings Fund Equity | 11.3436% | 5 |
| Aditya Birla Sun Life Retirement Fund The 30S Plan | 17.2624% | 0.5 |
| Nippon India Retirement Fund Wealth Creation Scheme | 13.35% | 3.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Payout of IDCW Payout9.2366%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment9.2366%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Payout of IDCW Payout5.1395%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment5.1395%
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
12.5369%
Expense Ratio
0.82%
Fund Manager
Murthy Nagarajan
Fund Size
₹2163.79 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
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Address | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://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
What is today's NAV of TATA Retirement Savings Fund Progressive?
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 August 08, 2026, is ₹85.6941
What is the AUM of TATA Retirement Savings Fund Progressive?
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 ₹2163.79 crore.
What is the expense ratio of TATA Retirement Savings Fund Progressive?
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 0.82%
What are the returns of TATA Retirement Savings Fund Progressive since inception?
The TATA Retirement Savings Fund Progressive was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA Retirement Savings Fund Progressive?
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 ₹150.
How do I invest in TATA Retirement Savings Fund Progressive?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Retirement Savings Fund Progressive?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Retirement Savings Fund Progressive?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Retirement Savings Fund Progressive?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,575 in 3Y at 15.0999% returns
SIP Date1st of every month
Your next SIP Payment will be on 8 September 2026
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