MF
MFGenie.ai
Retirement Fundregulargrowth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Tata Mutual Fund

₹61.9446

0.77 (+1.26%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.50%
1 Month-9.35%
3 Months-12.77%
6 Months-10.38%
1 Year-4.69%
3 Years (CAGR)+11.80%
5 Years (CAGR)+8.97%
10 Years (CAGR)+12.06%
Since Inception (Nov 2011)+12.80%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-17.19%
3 Year SIP+0.13%
5 Year SIP+5.50%
Since Inception (Nov 2011)+11.56%

Fund Details

Fund HouseTata Mutual Fund
CategoryRetirement Fund
Plan Typeregular
Optiongrowth
AUM₹2,014 Cr
Expense Ratio2.03%
Min SIP₹150
Min Lumpsum₹5,000
Launch Date08 Nov 2011
AMFI Code115942

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option by Tata Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.

About This Fund

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option is a Retirement Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 14 years. It manages assets worth ₹2,014 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.03%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Individuals planning for retirement with a systematic long-term investment approach
  • SIP investors who can benefit from rupee cost averaging during market fluctuations