Tata Retirement Savings Fund Progressive Plan Regular-Growth
The fund is rated 1 star. Balance between returns and downside risk provided some support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.21% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 2254.57 AUM and a 2.21 expense ratio. Considering all these factors, we have rated this fund as 1.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
8 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (54)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Solar Industries India Ltd. | 5.38% | ₹121.25 Cr | 60,300 |
| ICICI Bank Ltd. | 5.11% | ₹115.16 Cr | 7,92,000 |
| Eternal Ltd. | 3.93% | ₹88.59 Cr | 27,00,000 |
| Reliance Industries Ltd. | 3.67% | ₹82.75 Cr | 6,48,000 |
| Multi Commodity Exchange Of India Ltd. | 3.66% | ₹82.62 Cr | 2,43,000 |
| Radico Khaitan Ltd. | 3.04% | ₹68.62 Cr | 1,53,000 |
| Others | 3.03% | ₹68.29 Cr | — |
| PB Fintech Ltd. | 2.54% | ₹57.38 Cr | 3,06,000 |
| 360 One Wam Ltd. | 2.39% | ₹53.93 Cr | 4,59,000 |
| Polycab India Ltd. | 2.26% | ₹51 Cr | 54,000 |
Fund விவரங்கள்
Long Term Capital Appreciation. A predominantly equity oriented savingsscheme which provides tool for retirement planning to individual investors.
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Exit load of 1% if redeemed before 61 months.