MF
MFGenie.ai
Retirement Fund

Tata Retirement Savings Fund-Progressive · Direct · Growth

Tata Mutual Fund

NAV

₹82.0984

as of 16 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+1.73%
3Y
+15.33%
5Y
+12.52%
Since Inception
+15.17%

SIP returns (XIRR)

1Y
+8.83%
3Y
+9.91%
5Y
+12.64%
Since Inception
+14.76%

Performance Comparison

Thinking about Tata Retirement Savings Fund-Progressive · Direct · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseTata Mutual Fund
CategoryRetirement Fund
Launch Date04 Jan 2013
AMFI Code119251
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹150
Exit LoadCurrent load structure(w.e.f.19/03/2018): Nil- If redeemed/Switched-Out on or after attainment of retirement age i:e 60 years of age. Nil- In case of Auto Switch-out of Units on occurance of Auto-switch trigger event. 1%- if redeemed before 60 years age.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Holding% NAV

Investment Objective

Tata Retirement Savings Fund-Progressive · Direct · Growth 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 · Direct · Growth is a Retirement Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 13 years.

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