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Fund Overview of Tata Retirement Savings Fund Progressive Plan Regular-growth
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₹2,131.9 CrAUM
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₹67.24NAV
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2.34%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Tata Retirement Savings Fund Progressive Plan Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.28% | NA | 3.06% |
| 6 Months | 4.43% | NA | 12.13% |
| 1 Year | 1.33% | 1.33% | 0.23% |
| 2 Years | 8.26% | 4.05% | 19.05% |
| 3 Years | 47.90% | 13.93% | 17.87% |
| 5 Years | 68.69% | 11.02% | 20.71% |
| 7 Years | 132.59% | 12.82% | NA |
| 10 Years | 245.11% | 13.19% | 14.09% |
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Asset Allocation
equities
94.40%other assets or cash equivalents
5.60%Tata Retirement Savings Fund Progressive Plan Regular-growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 01 Nov 2011, the fund aims Long Term Capital Appreciation. A predominantly equity oriented savings
scheme which provides tool for retirement
planning to individual investors. It manages assets worth ₹2,131.9 crore as on Sun May 31, 2026. The expense ratio stands at 2.34%. Fund Manager Manager Education Fund Manager Manager EducationAbout Tata Retirement Savings Fund Progressive Plan Regular-growth
The portfolio allocation consists of 94.40% in equities, 5.60% in other assets or cash equivalents.Managed by Sonam Udasi, it has delivered a return of 1.33% in the last year, a total return since inception of 13.91%.
Depending on risk tolerance individuals may review best sip investment during their long-term financial strategy.
Key Metrics of Tata Retirement Savings Fund Progressive Plan Regular-growth
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Standard Deviation16.34%
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Sharpe Ratio0.56%
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Alpha1.11%
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Beta1.00%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| Bank Of India Flexi Cap Fund Direct-growth |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Tata Flexi Cap Fund Regular-growth
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₹3,630 | 0.83% | 3.80% | -4.43% | -2.45% | 11.90% |
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Tata Flexi Cap Fund Direct-growth
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₹3,630 | 0.94% | 4.13% | -3.82% | -1.21% | 13.33% |
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Tata Flexi Cap Fund Direct-idcw
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₹3,630 | 0.94% | 4.13% | -3.82% | -1.21% | 13.33% |
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Tata Flexi Cap Fund Regular-idcw
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₹3,630 | 0.83% | 3.80% | -4.43% | -2.45% | 11.90% |
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Tata Retirement Savings Fund Progressive Plan Direct-growth
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₹2,132 | 2.10% | 12.68% | 5.16% | 2.80% | 15.60% |
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Tata Focused Fund Regular-growth
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₹1,767 | 1.44% | 5.05% | -2.95% | -0.01% | 11.90% |
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Tata Focused Fund Direct-growth
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₹1,767 | 1.57% | 5.42% | -2.28% | 1.39% | 13.52% |
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Tata Focused Fund Regular-idcw
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₹1,767 | 1.44% | 5.05% | -2.95% | -0.01% | 11.90% |
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Tata Focused Fund Direct-idcw
|
₹1,767 | 1.57% | 5.42% | -2.28% | 1.39% | 13.52% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹1,990.58 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,189.35 | 17.94% | 18.27% | 16.74% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹71.93 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.52 | 17.94% | 18.27% | 16.74% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹84.81 | 13.55% | 12.01% | 13.56% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.28 | 14.52% | 13.01% | 14.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Solar Industries India Ltd | Materials | 5.55% | ₹118.24 Cr |
| Icici Bank Ltd | Financial | 4.67% | ₹99.51 Cr |
| Bse Ltd | Financial | 4.55% | ₹97.02 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.02% | ₹85.61 Cr |
| Repo | Unspecified | 3.96% | ₹84.34 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.37% | ₹71.79 Cr |
| Zomato Ltd | Technology | 3.25% | ₹69.24 Cr |
| Radico Khaitan Ltd | Consumer Staples | 2.97% | ₹63.33 Cr |
| Polycab India Ltd | Industrials | 2.80% | ₹59.71 Cr |
| Nippon Life India Asset Management Ltd | Financial | 2.74% | ₹58.42 Cr |
| Itc Ltd | Consumer Staples | 2.51% | ₹53.45 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 2.44% | ₹51.97 Cr |
| Iifl Wealth Management Ltd | Financial | 2.38% | ₹50.70 Cr |
| Rainbow Childrens Medicare Ltd | Healthcare | 2.21% | ₹47.21 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.12% | ₹45.13 Cr |
| Karur Vysya Bank Ltd | Financial | 2.08% | ₹44.29 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.06% | ₹44.01 Cr |
| Muthoot Finance Ltd | Financial | 2.05% | ₹43.79 Cr |
| Kirloskar Pneumatic Company Ltd | Industrials | 2.03% | ₹43.28 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.91% | ₹40.80 Cr |
| Exide Industries Ltd | Consumer Discretionary | 1.89% | ₹40.35 Cr |
| Nestle India Ltd | Consumer Staples | 1.80% | ₹38.38 Cr |
| Adani Power Ltd | Energy & Utilities | 1.77% | ₹37.67 Cr |
| Doms Industries Ltd. | Industrials | 1.76% | ₹37.42 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.75% | ₹37.34 Cr |
| Oil India Ltd | Energy & Utilities | 1.71% | ₹36.41 Cr |
| Cash/net Current Assets | Unspecified | 1.64% | ₹35.67 Cr |
| Bikaji Foods International Ltd | Consumer Staples | 1.65% | ₹35.10 Cr |
| Coal India Ltd | Materials | 1.62% | ₹34.62 Cr |
| Hcl Technologies Ltd | Technology | 1.60% | ₹34.09 Cr |
| Godrej Properties Ltd | Real Estate | 1.56% | ₹33.32 Cr |
| Ge T&d India Ltd | Industrials | 1.52% | ₹32.44 Cr |
| Fujiyama Power Systems Ltd. | 1.50% | ₹31.96 Cr | |
| Billionbrains Garage Ventures Ltd. | 1.40% | ₹29.79 Cr | |
| Manappuram Finance Ltd | Financial | 1.37% | ₹29.29 Cr |
| Godrej Industries Ltd | Diversified | 1.32% | ₹28.07 Cr |
| Hdfc Bank Ltd | Financial | 1.26% | ₹26.80 Cr |
| Grindwell Norton Ltd | Materials | 1.17% | ₹24.84 Cr |
| Grasim Industries Ltd | Materials | 1.05% | ₹22.48 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.05% | ₹22.33 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.04% | ₹22.08 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.99% | ₹21.05 Cr |
| Shriram Transport Finance Company Ltd | Financial | 0.96% | ₹20.46 Cr |
| Tata Consultancy Services Ltd | Technology | 0.95% | ₹20.33 Cr |
| Pb Fintech Ltd | Financial | 0.94% | ₹20.12 Cr |
| Metro Brands Ltd | Consumer Discretionary | 0.89% | ₹18.97 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.89% | ₹18.90 Cr |
| Bharat Electronics Ltd | Industrials | 0.87% | ₹18.48 Cr |
| Zensar Technologies Ltd | Technology | 0.69% | ₹14.68 Cr |
| Godrej Agrovet Ltd | Consumer Staples | 0.52% | ₹11.06 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.44% | ₹9.45 Cr |
| Vedanta Oil And Gas Ltd | Materials | 0.19% | ₹4.03 Cr |
| Vedanta Aluminium Metal Ltd | 0.19% | ₹4.03 Cr | |
| Vedanta Iron And Steel Ltd | 0.19% | ₹4.03 Cr | |
| Vedanta Power Ltd | Industrials | 0.19% | ₹4.03 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.98 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.97 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.93 | 22.22% | 21.31% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.94 | 22.22% | 21.31% | - |
| HDFC Focused Fund Direct-growth |
₹259.81 | 17.80% | 19.97% | - |
| HDFC Focused Fund Direct-idcw |
₹30.90 | 17.80% | 19.97% | - |
| HDFC Focused Fund Regular-growth |
₹227.08 | 16.52% | 18.55% | - |
| HDFC Focused Fund Regular-idcw |
₹23.09 | 16.52% | 18.55% | - |
| Bank Of India Flexi Cap Fund Direct-growth |
₹40.47 | 22.39% | 18.30% | - |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹34.59 | 22.39% | 18.30% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Retirement Savings Fund Progressive Plan Regular-growth
What is the current AUM of Tata Retirement Savings Fund Progressive Plan Regular-growth?
As of Sun May 31, 2026, Tata Retirement Savings Fund Progressive Plan Regular-growth manages assets worth ₹2,131.9 crore
How has Tata Retirement Savings Fund Progressive Plan Regular-growth performed recently?
- 3 Months: 12.28%
- 6 Months: 4.43%
What is the long-term performance of Tata Retirement Savings Fund Progressive Plan Regular-growth?
- 3 Years CAGR: 13.93%
- 5 Years CAGR: 11.02%
- Since Inception: 13.91%
What is the portfolio composition of Tata Retirement Savings Fund Progressive Plan Regular-growth?
Equity: 94.40%, Others: 5.60%.
Who manages Tata Retirement Savings Fund Progressive Plan Regular-growth?
Tata Retirement Savings Fund Progressive Plan Regular-growth is managed by Sonam Udasi from Tata Mutual Fund.
What is the market-cap allocation of Tata Retirement Savings Fund Progressive Plan Regular-growth?
Large Cap: 52.57%, Mid Cap: 28.46%, Small Cap: 18.97%.
Which are the top companies Tata Retirement Savings Fund Progressive Plan Regular-growth has invested in?
- Solar Industries India Ltd – 5.55% of the fund's portfolio
- ICICI Bank Ltd – 4.67% of the fund's portfolio
- BSE Ltd – 4.55% of the fund's portfolio
- Reliance Industries Ltd – 4.02% of the fund's portfolio
- Repo – 3.96% of the fund's portfolio
Which are the major sectors Tata Retirement Savings Fund Progressive Plan Regular-growth focuses on?
- Financial – 28.28% of the fund's portfolio
- Consumer Staples – 12.62% of the fund's portfolio
- Industrials – 11.61% of the fund's portfolio
- Materials – 9.58% of the fund's portfolio
- Energy & Utilities – 7.50% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
