Tata Retirement Savings Fund Progressive Plan Direct-Growth
Equity, Flexi Cap, Principal at very high risk
1 Year Return -1.49% at 30 Oct 2026 02:12 PM
Tata Retirement Savings Fund Progressive Plan Direct-Growth: Mutual Fund Overview
Tata Retirement Savings Fund Progressive Plan Direct-Growth is an Flexi Cap mutual fund with over 13.83 years of performance history. The scheme manages an AUM of ₹2104.37 Cr and has a NAV of ₹79.5019. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹150.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -1.49%.
Fund Details
NAV 79.5019
Sub-Type Flexi Cap
Rating 3
Min. SIP Amount ₹150.0
Fund Age(Year) 13.83
Fund Size(in Crores) 2104.37
Fund Performance
1 Month -1.78%
3 Month -6.28%
6 Month -0.82%
1 Year -1.49%
3 Year 11.88%
5 Year 9.48%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular-Growth Ret 1M -1.89% Ret 1Y 1.11% Ret 3Y 15.2% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular-IDCW Payout Ret 1M -1.89% Ret 1Y 1.11% Ret 3Y 15.2% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular-IDCW Reinvestment Ret 1M -1.89% Ret 1Y 1.11% Ret 3Y 15.2% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular-Growth Ret 1M -3.46% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular-IDCW Payout Ret 1M -3.46% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -1.59% Ret 1Y -4.25% Ret 3Y 9.24% Ret 5Y 7.35%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -1.59% Ret 1Y -4.25% Ret 3Y 9.24% Ret 5Y 7.35%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Reinvestment Ret 1M -1.59% Ret 1Y -4.25% Ret 3Y 9.24% Ret 5Y 7.35%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE Total Market Index Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Flexi Cap Fund Regular-Growth Ret 1M -0.12% Ret 1Y -0.15% Ret 3Y 14.32% Ret 5Y 9.88%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.83%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Murthy Nagarajan
Education Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Sonam Udasi
Education Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience Prior to joining Tata AMC he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 20
Date of Incorporation 2013-01-01
Total AUM 224588.36
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Tata Retirement Savings Fund Progressive Plan Direct-Growth FAQs
How to invest in Tata Retirement Savings Fund Progressive Plan Direct-Growth?
Investing in Tata Retirement Savings Fund Progressive Plan Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Retirement Savings Fund Progressive Plan Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The term expense ratio for Tata Retirement Savings Fund Progressive Plan Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Retirement Savings Fund Progressive Plan Direct-Growth is 0.83% as of 30 Oct 2026.
What is the NAV of Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The NAV of Tata Retirement Savings Fund Progressive Plan Direct-Growth is ₹79.5019 as of 30 Oct 2026.
What is the AUM of Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The AUM (Assets Under Management) of Tata Retirement Savings Fund Progressive Plan Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Retirement Savings Fund Progressive Plan Direct-Growth is ₹2104.37 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The PE ratio of Tata Retirement Savings Fund Progressive Plan Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Retirement Savings Fund Progressive Plan Direct-Growth?
Yes, you can invest in Tata Retirement Savings Fund Progressive Plan Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Retirement Savings Fund Progressive Plan Direct-Growth in the last 5 years?
The return of Tata Retirement Savings Fund Progressive Plan Direct-Growth in the last 5 years is 9.48%.
What is the minimum SIP investment required in Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The minimum SIP investment in Tata Retirement Savings Fund Progressive Plan Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Retirement Savings Fund Progressive Plan Direct-Growth, the minimum SIP amount is ₹150.0.
What is the current NAV of Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The NAV of Tata Retirement Savings Fund Progressive Plan Direct-Growth, as of 30 Oct 2026, is ₹79.5019.
Who manages the Tata Retirement Savings Fund Progressive Plan Direct-Growth?
The fund managers responsible for Tata Retirement Savings Fund Progressive Plan Direct-Growth are:
- Murthy Nagarajan
- Sonam Udasi