Tata Retirement Savings Fund – Progressive Plan – Direct Plan is a Equity mutual fund categorized under Diversified, offered by Tata Asset Management Ltd.
Launched on 01 Jan 2013, the minimum lumpsum investment requir
Fund Objective and Details
The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
The fund’s portfolio includes investments in Finance – Banks – Private Sector, Non-Banking Financial Company (NBFC), Financial Technologies (Fintech), and Gems, Jewellery & Precious Metals, among others.
Some of the key holdings in the fund’s portfolio are Adani Ports and Special Economic Zone Ltd, Apollo Hospitals Enterprise Ltd, and Sun Pharmaceutical Industries Ltd.
In addition to these, the fund also invests in other sectors such as Power – Generation/Distribution, and has holdings in companies like Kirloskar Pneumatic Company Ltd, and Multi Commodity Exchange of India Ltd.
Performance and Risk
The current Net Asset Value (NAV) of Tata Retirement Savings Fund – Progressive Plan – Direct Plan Growth is ₹85.69 as of 07 Aug 2026.
Related: India’s Mutual Fund Returns: Are Investors Chasing Wrong Targets
The Assets Under Management (AUM) of the fund is ₹2,163.79 Crores, indicating the total market value of assets managed by the fund.
Tata Retirement Savings Fund – Progressive Plan – Direct Plan Growth has delivered returns of 9.58% (1 Year), 15.11% (3 Year), and 12.55% (5 Year), although past performance does not guarantee future results.
The fund has a risk rating of ‘Very High’ as per the SEBI Riskometer, making it suitable for very aggressive investors comfortable with significant market volatility.
For investors considering this fund, it’s essential to assess their personal risk tolerance and financial goals before making a decision.
The fund’s risk profile is also influenced by its investment in various sectors, including NBFCs and Financial Technologies, which can be subject to market fluctuations and regulatory changes.
Investment Details
Ultimately, investors should conduct proper diligence and consider their individual circumstances before investing in Tata Retirement Savings Fund – Progressive Plan – Direct Plan Growth.
