Tata Retirement Savings Progressive Reg-G

Fund Category: Retirement

Fund Category Retirement

Very High Other G

4 Morning Star

3 Value Research

NAV( 29 Jul 2025)

₹ 65.0
-3.78%

Tata Retirement Savings Progressive Reg-G

Invest now

Performance

16.78%3y Returns

0.64% 1D Returns

Investment details

  • Min SIP amount

    ₹ 150
  • Min Lumpsum

    ₹ 5000
  • Lock In

    1825
  • Expense ratio

    1.99%
  • Exit load

    1% Exit load of 1% if redeemed before 61 months.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 2,178 Cr
  • Plan

    REGULAR
  • Launch date

    7 Oct 2011
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 500 Total Return Index
  • ISIN

    INF277K01FG0

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Bajaj Finserv Ltd 1.65%
Exide Industries Ltd 1.86%
GAIL (India) Ltd 1.81%
Godrej Agrovet Ltd 1.05%
Godrej Industries Ltd 1.45%
Godrej Properties Ltd 1.06%
HCL Technologies Ltd 2.0%
Havells India Ltd 1.67%
HDFC Bank Ltd 6.93%
Hero Motocorp Ltd 0.95%
ICICI Bank Ltd 1.99%
ITC Ltd 3.54%
Karur Vysya Bank Ltd 2.25%
Kirloskar Pneumatic Company Ltd 1.79%
Mastek Ltd 0.91%
Adani Ports and Special Economic Zone Ltd 1.6%
Muthoot Finance Ltd 1.82%
Nestle India Ltd 1.49%
Radico Khaitan Ltd 3.0%
Reliance Industries Ltd 4.53%
Saregama India Ltd 0.12%
Solar Industries India Ltd 4.7%
Sunteck Realty Ltd 1.0%
Tata Consultancy Services Ltd 3.86%
Tata Consumer Products Ltd 1.93%
Titan Company Ltd 1.07%
Trent Ltd 1.54%
United Spirits Ltd 0.93%
Zensar Technologies Ltd 1.08%
Oil India Ltd 1.52%
Astec Lifesciences Ltd 0.74%
Jupiter Wagons Ltd 1.29%
Multi Commodity Exchange Of India Ltd 1.75%
Cash/Net Current Assets 4.66%
BSE Ltd 4.12%
Mahanagar Gas Ltd 2.57%
Dixon Technologies (India) Ltd 1.38%
Nippon Life India Asset Management Ltd 2.21%
HDFC Life Insurance Co Ltd 1.55%
Newgen Software Technologies Ltd 1.53%
Fine Organic Industries Ltd 0.91%
KPIT Technologies Ltd 0.8%
Polycab India Ltd 1.89%
360 One Wam Ltd 2.24%
UTI Asset Management Company Ltd 1.19%
Eternal Ltd 3.3%
Metro Brands Ltd 1.51%
Campus Activewear Ltd 1.04%
Bikaji Foods International Ltd 1.45%
DOMS Industries Ltd 1.95%
Inventurus Knowledge Solutions Ltd 0.74%
Repo 0.08%
Sectors
Company Allocation %
Services 14.46%
Others 4.74%
Construction 2.06%
Automobile 0.95%
Energy 10.43%
Consumer Staples 16.79%
Technology 10.18%
Insurance 1.55%
Financial 20.28%
Capital Goods 8.59%
Consumer Discretionary 3.62%
Chemicals 6.35%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.

  • Funds Offered

  • AUM

    ₹ Cr
  • Highest Return

    %
About

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

1
Create account

Register your mobile number and email ID with Moneyfy

2
Complete KYC

Set up your account and update your KYC details

3
Start investing

Once we verify your KYC details, you’re ready to start investing!

Scan the QR code to download the app
QR code download moneyfy app

Similar Mutual Funds

View All Mutual Funds

Tata Retirement Savings Moderate Reg-G

5 Morning Star

3 Value Research

-2.94 %

5 Morning Star

3 Value Research

NAV

64.11

1M Returns

-2.94%

1Y Returns

0.78%

3Y Returns

15.65%

Min. Investment

Rs.150.0

Fund Size

Rs.2229.84 Cr

Fund Manager

Murthy Nagarajan
Very High Other G
More

NAV

64.11

Min Investment

₹150.0

Fund Size

₹2229.84 cr

Fund Manager

Murthy Nagarajan
ADD to watchlist
Tata Retirement Savings Conservative Reg-G

5 Morning Star

2 Value Research

-0.63 %

5 Morning Star

2 Value Research

NAV

31.71

1M Returns

-0.63%

1Y Returns

3.86%

3Y Returns

8.86%

Min. Investment

Rs.500.0

Fund Size

Rs.179.87 Cr

Fund Manager

Murthy Nagarajan
Moderately High Other G
More

NAV

31.71

Min Investment

₹500.0

Fund Size

₹179.87 cr

Fund Manager

Murthy Nagarajan
ADD to watchlist
Tata Retirement Savings Progressive Reg-G

4 Morning Star

3 Value Research

-3.78 %

4 Morning Star

3 Value Research

NAV

65.0

1M Returns

-3.78%

1Y Returns

-1.57%

3Y Returns

16.78%

Min. Investment

Rs.150.0

Fund Size

Rs.2178.32 Cr

Fund Manager

Murthy Nagarajan
Very High Other G
More

NAV

65.0

Min Investment

₹150.0

Fund Size

₹2178.32 cr

Fund Manager

Murthy Nagarajan
ADD to watchlist
Bandhan Retirement Fund Reg-G

0 Morning Star

0 Value Research

-1.31 %

0 Morning Star

0 Value Research

NAV

12.49

1M Returns

-1.31%

1Y Returns

1.93%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.184.53 Cr

Fund Manager

Gautam Kaul
Very High Other G
More

NAV

12.49

Min Investment

₹100.0

Fund Size

₹184.53 cr

Fund Manager

Gautam Kaul
ADD to watchlist
ICICI Pru Retirement - Hybrid Aggressive Plan-G

0 Morning Star

4 Value Research

-1.26 %

0 Morning Star

4 Value Research

NAV

25.89

1M Returns

-1.26%

1Y Returns

4.06%

3Y Returns

21.1%

Min. Investment

Rs.100.0

Fund Size

Rs.902.63 Cr

Fund Manager

Manish Banthia
Very High Other G
More

NAV

25.89

Min Investment

₹100.0

Fund Size

₹902.63 cr

Fund Manager

Manish Banthia
ADD to watchlist
-0.3 %

0 Morning Star

3 Value Research

NAV

17.3

1M Returns

-0.3%

1Y Returns

6.22%

3Y Returns

11.06%

Min. Investment

Rs.100.0

Fund Size

Rs.82.5 Cr

Fund Manager

Manish Banthia
High Other G
More

NAV

17.3

Min Investment

₹100.0

Fund Size

₹82.5 cr

Fund Manager

Manish Banthia
ADD to watchlist
ICICI Pru Retirement - Pure Debt Plan-G

0 Morning Star

4 Value Research

0.45 %

0 Morning Star

4 Value Research

NAV

15.13

1M Returns

0.45%

1Y Returns

7.32%

3Y Returns

6.73%

Min. Investment

Rs.100.0

Fund Size

Rs.103.76 Cr

Fund Manager

Manish Banthia
Moderate Other G
More

NAV

15.13

Min Investment

₹100.0

Fund Size

₹103.76 cr

Fund Manager

Manish Banthia
ADD to watchlist
ICICI Pru Retirement - Pure Equity Plan-G

0 Morning Star

4 Value Research

-1.54 %

0 Morning Star

4 Value Research

NAV

32.55

1M Returns

-1.54%

1Y Returns

6.55%

3Y Returns

24.76%

Min. Investment

Rs.100.0

Fund Size

Rs.1325.55 Cr

Fund Manager

Manish Banthia
Very High Other G
More

NAV

32.55

Min Investment

₹100.0

Fund Size

₹1325.55 cr

Fund Manager

Manish Banthia
ADD to watchlist
Axis Retirement-Dynamic Plan Reg-G

0 Morning Star

2 Value Research

-1.4 %

0 Morning Star

2 Value Research

NAV

19.66

1M Returns

-1.4%

1Y Returns

1.76%

3Y Returns

14.1%

Min. Investment

Rs.1000.0

Fund Size

Rs.334.14 Cr

Fund Manager

R Sivakumar
Very High Other G
More

NAV

19.66

Min Investment

₹1000.0

Fund Size

₹334.14 cr

Fund Manager

R Sivakumar
ADD to watchlist
Axis Retirement-Conservative Plan Reg-G

0 Morning Star

1 Value Research

-0.81 %

0 Morning Star

1 Value Research

NAV

15.9

1M Returns

-0.81%

1Y Returns

3.03%

3Y Returns

9.15%

Min. Investment

Rs.1000.0

Fund Size

Rs.59.79 Cr

Fund Manager

R Sivakumar
High Other G
More

NAV

15.9

Min Investment

₹1000.0

Fund Size

₹59.79 cr

Fund Manager

R Sivakumar
ADD to watchlist
Axis Retirement-Aggressive Plan Reg-G

0 Morning Star

1 Value Research

-2.07 %

0 Morning Star

1 Value Research

NAV

18.44

1M Returns

-2.07%

1Y Returns

1.77%

3Y Returns

13.52%

Min. Investment

Rs.1000.0

Fund Size

Rs.815.81 Cr

Fund Manager

R Sivakumar
Very High Other G
More

NAV

18.44

Min Investment

₹1000.0

Fund Size

₹815.81 cr

Fund Manager

R Sivakumar
ADD to watchlist
PGIM India Retirement Reg-G

0 Morning Star

0 Value Research

-1.06 %

0 Morning Star

0 Value Research

NAV

12.16

1M Returns

-1.06%

1Y Returns

6.48%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.89.66 Cr

Fund Manager

Puneet Pal
Very High Other G
More

NAV

12.16

Min Investment

₹1000.0

Fund Size

₹89.66 cr

Fund Manager

Puneet Pal
ADD to watchlist
Union Retirement Reg-G

0 Morning Star

0 Value Research

-2.52 %

0 Morning Star

0 Value Research

NAV

15.47

1M Returns

-2.52%

1Y Returns

0.39%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.177.36 Cr

Fund Manager

Vinay Paharia
Very High Other G
More

NAV

15.47

Min Investment

₹500.0

Fund Size

₹177.36 cr

Fund Manager

Vinay Paharia
ADD to watchlist
HDFC Retirement Savings Fund-Hybrid Debt Reg-G

0 Morning Star

3 Value Research

-0.08 %

0 Morning Star

3 Value Research

NAV

21.64

1M Returns

-0.08%

1Y Returns

4.72%

3Y Returns

9.46%

Min. Investment

Rs.100.0

Fund Size

Rs.162.62 Cr

Fund Manager

Shobhit Mehrotra
Moderately High Other G
More

NAV

21.64

Min Investment

₹100.0

Fund Size

₹162.62 cr

Fund Manager

Shobhit Mehrotra
ADD to watchlist
HDFC Retirement Savings Equity Reg-G

0 Morning Star

5 Value Research

-2.21 %

0 Morning Star

5 Value Research

NAV

50.36

1M Returns

-2.21%

1Y Returns

-0.25%

3Y Returns

19.93%

Min. Investment

Rs.100.0

Fund Size

Rs.6700.97 Cr

Fund Manager

Shobhit Mehrotra
Very High Other G
More

NAV

50.36

Min Investment

₹100.0

Fund Size

₹6700.97 cr

Fund Manager

Shobhit Mehrotra
ADD to watchlist
HDFC Retirement Savings Fund-Hybrid Equity Reg-G

0 Morning Star

4 Value Research

-1.78 %

0 Morning Star

4 Value Research

NAV

38.54

1M Returns

-1.78%

1Y Returns

1.14%

3Y Returns

15.67%

Min. Investment

Rs.100.0

Fund Size

Rs.1698.3 Cr

Fund Manager

Shobhit Mehrotra
Very High Other G
More

NAV

38.54

Min Investment

₹100.0

Fund Size

₹1698.3 cr

Fund Manager

Shobhit Mehrotra
ADD to watchlist
Baroda BNP Paribas Retirement Reg-G

0 Morning Star

0 Value Research

-1.39 %

0 Morning Star

0 Value Research

NAV

11.08

1M Returns

-1.39%

1Y Returns

3.35%

3Y Returns

-%

Min. Investment

Rs.250.0

Fund Size

Rs.389.83 Cr

Fund Manager

Mayank Prakash
Very High Other G
More

NAV

11.08

Min Investment

₹250.0

Fund Size

₹389.83 cr

Fund Manager

Mayank Prakash
ADD to watchlist
Aditya Birla SL Retirement - The 40s Plan Reg-G

0 Morning Star

2 Value Research

-1.08 %

0 Morning Star

2 Value Research

NAV

18.79

1M Returns

-1.08%

1Y Returns

4.86%

3Y Returns

13.55%

Min. Investment

Rs.500.0

Fund Size

Rs.117.53 Cr

Fund Manager

Dhaval Shah
Very High Other G
More

NAV

18.79

Min Investment

₹500.0

Fund Size

₹117.53 cr

Fund Manager

Dhaval Shah
ADD to watchlist
Aditya Birla SL Retirement - The 50s Plan Reg-G

0 Morning Star

1 Value Research

0.09 %

0 Morning Star

1 Value Research

NAV

14.54

1M Returns

0.09%

1Y Returns

5.57%

3Y Returns

8.49%

Min. Investment

Rs.500.0

Fund Size

Rs.26.28 Cr

Fund Manager

Dhaval Shah
Moderately High Other G
More

NAV

14.54

Min Investment

₹500.0

Fund Size

₹26.28 cr

Fund Manager

Dhaval Shah
ADD to watchlist
0.35 %

0 Morning Star

1 Value Research

NAV

13.23

1M Returns

0.35%

1Y Returns

6.2%

3Y Returns

5.56%

Min. Investment

Rs.500.0

Fund Size

Rs.17.7 Cr

Fund Manager

Dhaval Shah
Moderate Other G
More

NAV

13.23

Min Investment

₹500.0

Fund Size

₹17.7 cr

Fund Manager

Dhaval Shah
ADD to watchlist
Aditya Birla SL Retirement - The 30s Plan Reg-G

0 Morning Star

2 Value Research

-1.48 %

0 Morning Star

2 Value Research

NAV

19.8

1M Returns

-1.48%

1Y Returns

2.46%

3Y Returns

15.16%

Min. Investment

Rs.500.0

Fund Size

Rs.417.62 Cr

Fund Manager

Dhaval Shah
Very High Other G
More

NAV

19.8

Min Investment

₹500.0

Fund Size

₹417.62 cr

Fund Manager

Dhaval Shah
ADD to watchlist
-1.7 %

0 Morning Star

3 Value Research

NAV

18.71

1M Returns

-1.7%

1Y Returns

-1.6%

3Y Returns

13.68%

Min. Investment

Rs.500.0

Fund Size

Rs.1616.3 Cr

Fund Manager

Dinesh Ahuja
Very High Other G
More

NAV

18.71

Min Investment

₹500.0

Fund Size

₹1616.3 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
SBI Retirement Benefit - Conservative Plan Reg-G

0 Morning Star

4 Value Research

-0.41 %

0 Morning Star

4 Value Research

NAV

14.31

1M Returns

-0.41%

1Y Returns

5.67%

3Y Returns

9.31%

Min. Investment

Rs.500.0

Fund Size

Rs.179.01 Cr

Fund Manager

Dinesh Ahuja
Moderately High Other G
More

NAV

14.31

Min Investment

₹500.0

Fund Size

₹179.01 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
SBI Retirement Benefit - Aggressive Plan Reg-G

0 Morning Star

3 Value Research

-2.44 %

0 Morning Star

3 Value Research

NAV

19.9

1M Returns

-2.44%

1Y Returns

-3.97%

3Y Returns

14.69%

Min. Investment

Rs.500.0

Fund Size

Rs.3007.27 Cr

Fund Manager

Dinesh Ahuja
Very High Other G
More

NAV

19.9

Min Investment

₹500.0

Fund Size

₹3007.27 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
-0.93 %

0 Morning Star

3 Value Research

NAV

15.52

1M Returns

-0.93%

1Y Returns

2.88%

3Y Returns

10.64%

Min. Investment

Rs.500.0

Fund Size

Rs.286.38 Cr

Fund Manager

Dinesh Ahuja
High Other G
More

NAV

15.52

Min Investment

₹500.0

Fund Size

₹286.38 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
-1.39 %

2 Morning Star

3 Value Research

NAV

28.63

1M Returns

-1.39%

1Y Returns

-2.83%

3Y Returns

18.82%

Min. Investment

Rs.500.0

Fund Size

Rs.3276.28 Cr

Fund Manager

Pranay Sinha
Very High Other G
More

NAV

28.63

Min Investment

₹500.0

Fund Size

₹3276.28 cr

Fund Manager

Pranay Sinha
ADD to watchlist
0.26 %

3 Morning Star

2 Value Research

NAV

20.31

1M Returns

0.26%

1Y Returns

5.17%

3Y Returns

9.94%

Min. Investment

Rs.100.0

Fund Size

Rs.154.69 Cr

Fund Manager

Pranay Sinha
Moderately High Other G
More

NAV

20.31

Min Investment

₹100.0

Fund Size

₹154.69 cr

Fund Manager

Pranay Sinha
ADD to watchlist

Beware of Frauds!

For any assistance, contact our customer support