+
13.78
%
13.78
%
3Y annualised
+
0.49
%
0.49
%
1D
1M
6M
1Y
3Y
All
Fund size
1723
NAV:
Mar 7, 2024
55.1871
Sector
Tech
Type
Solution_oriented
Launched
Nov 2011
Min Investment
5000
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
HDFC Bank Ltd
6.52
%
Reliance Industries Ltd
4.87
%
ICICI Bank Ltd
3.71
%
ITC Ltd
3.64
%
Tata Consultancy Services Ltd
3.32
%
Solar Industries India Ltd
3.09
%
Jupiter Wagons Ltd
2.97
%
APL Apollo Tubes Ltd
2.86
%
Tata Consumer Products Ltd
2.42
%
Radico Khaitan Ltd
2.32
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 61.0 Months, 0.0 % if redeemed after 61.0 Months.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

fund_logo
Tata Retirement Savings Progressive Fund Growth
More details

Investment objective

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 Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
0
0
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
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