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Asset Size:767Cr
Expense Ratio:2.42%
Fund Manager(s):Sonam Udasi,Murti Nagarajan,
5year Returns:9.97%

Tata Retirement Savings Progressive Fund Growth

Tata       

Equity
Retirement

Nav : 31.2513 ( -0.39%) February 25th, 2020

People currently viewing this : 1

Rank (of 245)

31

Annualized Returns(5 yrs)

9.97%

Investment Horizon

>5 Yr

Doubled Money

7yrs 3m

Returns since November 1st, 2011

14.68%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

54.1L

Projected Maturity Amount

1.1Cr

Tata     

Equity
Retirement

Nav : 31.2513 ( -0.39%) February 25th, 2020

People currently viewing this : 1

Upwardly's Take :

Investors can look to invest in these funds towards their retirement benefits. These funds invest in a balanced portfolio of Equity and debt. Invest only with a long term horizon.

Invest in these funds with a long term view for retirement

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

54.1L

Projected Maturity Amount

1.1Cr

Rank (of 245)

31

Annualized Returns(5 yrs)

9.97%

Investment Horizon

>5 Yr

Doubled Money

7yrs 3m

Returns since November 1st, 2011

14.68%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Tata
Launch Date
November 1st, 2011
Expense Ratio
2.42%
Fund Category Risk
Moderate
Std Dev (1Yr)
12.148
Std Dev (3Yr)
14.444
Std Dev (5Yr)
15.523
Asset Size
767Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.68 %
Exit Load
1% if withdrawn within 60 Year(s)
No exit load if withdrawn after 60 Year(s)
Contact Details
Phone No.
+91 22 6657 8282