Overview (as on 04 Aug 2021)

NAV

₹47.6233

1y returns

41.678%

Fund AUM

₹1,089 Cr

Expense Ratio

0.69%

Min SIP

₹150

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
33.04%
Tech
18.86%
Consumer
9.83%
Defensive
7.37%
Energy
7.33%
Basic Materials
6.38%
Industrials
6.38%
Health
5.15%
Communication
3.06%
Utilities
2.58%
Size Breakup
Large Cap
77.05%
Mid Cap
20.50%
Small Cap
2.46%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.6

Std deviation 

17.95%

Holdings

Fund Details

Investment Objectives
To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
Scheme Name
Tata Retirement Savings Progressive Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 61 Months: 1%

After 61 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Sonam Udasi
Fund House Details
Fund House
Tata Asset Management Limited
Email
kiran@tataamc.com
Phone
+912222613782
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Peer Funds

Tata Retirement Savings Progressive Fund Direct...

NAV

₹47.6233

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Sonam Udasi
Sonam Udasi

leader

Work Experience
"null"
Ennette Fernandes
Ennette Fernandes

manager

Work Experience
"null"
Murthy Nagarajan
Murthy Nagarajan

manager

Work Experience
"null"

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