Bajaj Finserv
Search Bajaj Finance
Tata Retirement Savings Fund - Progressive (G)

Tata Retirement Savings Fund - Progressive (G)

Solution Oriented | Retirement Fund
Returns 7.27% annually for last 1 yr
NAV on 21 Aug 2026₹70.22
Min SIP Amount₹150

About Tata Retirement Savings Fund - Progressive (G)

Tata Retirement Savings Fund - Progressive (G) has an Asset Under Management (AUM) of Rs. 2217.17 Cr as on 2026-08-21. The fund has an expense ratio of 2.2, which is quite reasonable as compared to most other Solution Oriented mutual fund schemes.

Key features of Tata Retirement Savings Fund - Progressive (G)

Tata Retirement Savings Fund - Progressive (G) is a Solution Oriented mutual fund scheme from Tata Mutual Fund. This fund has been launched on 2011-10-07. The sub-category of this fund is Retirement Fund. The 1-year, 3-year and 5-year returns of this fund were 7.27, 13.72 and 10.97 respectively.

Fund age
14 years10 months
AUM
₹ 2,217.17 Cr
Lock-in Period
5
Exit Load
NIL - If redeemed or switch out on or after attainment of retirment age i.e. 60years NIL - In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% - If redeemed before 61 months from the date of allotment.
Expense ratio
2.2%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Capital Markets13.63%
Banks10.39%
Industrial Products6.73%
Chemicals & Petrochemical5.29%
Consumer Durables4.84%
Beverages4.22%

Watch our videos

How should one measure the performance of Mutual Fund
Understanding Net Asset Value of Mutual Funds
SIP vs Lumpsum investment

Frequently Asked Questions

> Log in to the website. > Choose between Lumpsum or Systematic Investment Plan (SIP). > Choose your bank and preferred payment method. > An OTP will be sent to your registered email ID and mobile number. > Your transaction will be processed after OTP verification.

You are here

Disclaimer for Mutual fund

*Disclaimer for Bajaj Finance Limited (‘BFL’): "Stock trading business is carried by Bajaj Financial Securities Limited ...

Powered by Bajaj Financial Securities Limited (Bajaj Broking)