TATA RETIREMENT SAVINGS FUND - PROGRESSIVE PLAN - GROWTH
63.22
2.31
as on 12-May-2025
SOLUTION ORIENTED
| RETIREMENT
5.82
1 YEAR RETURNS
12.27
3 YEAR RETURNS
20.56
5 YEAR RETURNS
5000.0
Minimum Investment150.0
Minimum SIP Investment1000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH | 5 | 30.27 | 4.11 | 17.5 | 31.38 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 49.74 | 5.28 | 17.48 | 30.41 | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE PLAN - REGULAR PLAN GROWTH | 4 | 19.48 | 1.83 | 12.16 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 15.17 | 7.52 | 9.89 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 18.25 | 3.44 | 11.13 | NA | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 8.69 |
| 2 | ICICI Bank Ltd | 6.65 |
| 3 | Reliance Industries Ltd | 6.33 |
| 4 | ITC Ltd | 5.78 |
| 5 | Reverse Repo | 4.9 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Banks - Private Sector | 14.11 |
| 2 | Finance & Investments | 11.72 |
| 3 | Miscellaneous | 9.07 |
| 4 | Banks | 8.69 |
| 5 | Refineries | 6.33 |