Tata Retirement Savings Fund Progressive Plan Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -11.39%
Fund NAV

Fund Overview of Tata Retirement Savings Fund Progressive Plan Regular-growth

  • ₹2,084.5 Cr
    AUM
  • ₹58.16
    NAV
  • 2.00%
    Expense Ratio
  • Equity
    Fund Category
As on Tue Mar 24, 2026
Calculate your Returns
How much do you want to invest monthly?

Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
0.00
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Returns of Tata Retirement Savings Fund Progressive Plan Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -11.39% NA 3.06%
6 Months -10.11% NA 12.13%
1 Year -2.99% -2.99% 0.23%
2 Years 6.41% 3.15% 19.05%
3 Years 46.01% 13.45% 17.87%
5 Years 59.04% 9.72% 20.71%
7 Years 101.67% 10.54% NA
10 Years 222.14% 12.41% 14.09%
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As on Tue Mar 24, 2026

Asset Allocation

equities

95.14%

other assets or cash equivalents

4.86%
Large Cap: 58.01%
Mid Cap: 22.57%
Small Cap: 19.42%
Other: 0.00%
Top Holdings
Cash/net Current Assets
6.90%
Hdfc Bank Ltd
6.78%
Hdfc Bank Ltd
6.63%
Hdfc Bank Ltd
6.58%
Hdfc Bank Ltd
6.53%
 
Top Sectors
Financial
263.72%
Consumer Staples
109.79%
Technology
86.64%
Energy & Utilities
71.99%
Consumer Discretionary
68.38%
Detailed Portfolio Analysis
As on Tue Mar 24, 2026
Invest Now

About Fund

About Tata Retirement Savings Fund Progressive Plan Regular-growth

Tata Retirement Savings Fund Progressive Plan Regular-growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 01 Nov 2011, the fund aims Long Term Capital Appreciation. A predominantly equity oriented savings scheme which provides tool for retirement planning to individual investors. It manages assets worth ₹2,084.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 2%.
The portfolio allocation consists of 95.14% in equities, 4.86% in other assets or cash equivalents.Managed by Sonam Udasi, it has delivered a return of -2.99% in the last year, a total return since inception of 13.00%.
Depending on risk tolerance individuals may review best sip investment during their long-term financial strategy.

Read more
  • Murthy Nagarajan

    Fund Manager

  • Mr. Nagarajan is a M.Com, ICWA and PGPMS.

    Manager Education

  • Sonam Udasi

    Fund Manager

  • Mr. Udasi is a B.Com and also holds PGDM(Finance).

    Manager Education

Key Metrics of Tata Retirement Savings Fund Progressive Plan Regular-growth

  • Standard Deviation
    13.39%
  • Sharpe Ratio
    0.58%
  • Alpha
    0.32%
  • Beta
    0.92%

Fund Details

Fund Names Tata Retirement Savings Fund Progressive Plan Regular-growth
Inception Date 01 Nov 2011
Lock In 1825
SIP Minimum Investment amount ₹150
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 -8.52% -10.34% 2.27% 16.70% 12.93%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 -9.07% -10.83% 0.39% 15.42% 12.26%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 -8.73% -10.08% 4.55% 15.78% 10.40%
Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth trend ₹1,145 -8.01% -11.70% 1.39% 14.52% 9.39%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 -8.81% -10.38% 3.23% 14.27% 8.86%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth trend ₹1,145 -8.08% -11.94% 0.17% 12.96% 7.74%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Flexi Cap Fund Regular - Growth increase ₹3,388 -9.74% -11.54% -10.17% -1.00% 14.55%
Tata Flexi Cap Fund Direct - Growth increase ₹3,388 -9.65% -11.26% -9.59% 0.27% 16.01%
Tata Retirement Savings Fund Progressive Plan Direct-growth increase ₹2,085 -7.68% -11.08% -9.46% -1.57% 15.11%
Tata Focused Fund Direct - Growth increase ₹1,825 -9.85% -10.74% -9.52% -1.73% 14.85%
Tata Focused Fund Regular - Growth increase ₹1,825 -9.94% -11.04% -10.14% -3.10% 13.20%
Tata Focused Fund Regular-idcw increase ₹1,825 -9.94% -11.04% -10.14% -3.10% 13.20%
Tata Focused Fund Direct-idcw increase ₹1,825 -9.85% -10.74% -9.52% -1.73% 14.85%
Tata Children's Regular increase ₹371 -10.75% -14.54% -13.85% -8.82% 9.24%
Tata Children's Direct increase ₹371 -10.71% -14.42% -13.63% -8.33% 9.81%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 ₹1,696.27 16.70% 12.93% 13.91%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 ₹133.25 15.42% 12.26% 12.59%
Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth trend ₹1,145 ₹20.45 14.52% 9.39% -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth trend ₹1,145 ₹18.21 12.96% 7.74% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 ₹18.56 14.27% 8.86% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 ₹20.66 15.78% 10.40% -
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Cash/net Current AssetsUnspecified6.90%₹142.45 Cr
Hdfc Bank LtdFinancial6.78%₹141.27 Cr
Hdfc Bank LtdFinancial6.63%₹141.06 Cr
Hdfc Bank LtdFinancial6.58%₹138.77 Cr
Hdfc Bank LtdFinancial6.53%₹138.22 Cr
Hdfc Bank LtdFinancial6.53%₹138.22 Cr
Hdfc Bank LtdFinancial6.50%₹133.14 Cr
Reliance Industries LtdEnergy & Utilities5.77%₹121.55 Cr
Reliance Industries LtdEnergy & Utilities5.37%₹114.27 Cr
Icici Bank LtdFinancial5.42%₹109.21 Cr
Reliance Industries LtdEnergy & Utilities4.93%₹104.35 Cr
Reliance Industries LtdEnergy & Utilities4.93%₹104.35 Cr
Hdfc Bank LtdFinancial5.01%₹102.22 Cr
Hdfc Bank LtdFinancial4.85%₹97.65 Cr
Bse LtdFinancial4.42%₹94.04 Cr
Reliance Industries LtdEnergy & Utilities4.56%₹93.30 Cr
Solar Industries India LtdMaterials4.59%₹92.37 Cr
Reliance Industries LtdEnergy & Utilities4.38%₹91.34 Cr
Reliance Industries LtdEnergy & Utilities4.43%₹90.42 Cr
Reliance Industries LtdEnergy & Utilities4.49%₹90.32 Cr
Icici Bank LtdFinancial4.42%₹90.24 Cr
Zomato LtdTechnology4.32%₹88.47 Cr
Solar Industries India LtdMaterials4.17%₹88.31 Cr
Solar Industries India LtdMaterials4.17%₹88.31 Cr
Zomato LtdTechnology4.08%₹86.36 Cr
Zomato LtdTechnology4.08%₹86.36 Cr
Solar Industries India LtdMaterials4.23%₹86.25 Cr
Icici Bank LtdFinancial4.05%₹86.24 Cr
Bse LtdFinancial4.05%₹85.28 Cr
Solar Industries India LtdMaterials3.99%₹84.92 Cr
Solar Industries India LtdMaterials4.14%₹84.80 Cr
Zomato LtdTechnology4.01%₹83.66 Cr
Icici Bank LtdFinancial3.96%₹83.39 Cr
Solar Industries India LtdMaterials3.97%₹82.67 Cr
Radico Khaitan LtdConsumer Staples3.91%₹82.33 Cr
Cash/net Current AssetsUnspecified3.99%₹81.87 Cr
Zomato LtdTechnology3.83%₹81.57 Cr
Bse LtdFinancial3.95%₹80.55 Cr
Bse LtdFinancial3.79%₹80.32 Cr
Bse LtdFinancial3.79%₹80.32 Cr
Radico Khaitan LtdConsumer Staples3.76%₹80.07 Cr
Bse LtdFinancial3.77%₹78.65 Cr
Solar Industries India LtdMaterials3.72%₹78.39 Cr
Itc LtdConsumer Staples3.70%₹78.31 Cr
Itc LtdConsumer Staples3.70%₹78.31 Cr
Radico Khaitan LtdConsumer Staples3.69%₹78.16 Cr
Radico Khaitan LtdConsumer Staples3.69%₹78.16 Cr
Bse LtdFinancial3.87%₹77.96 Cr
Tata Consultancy Services LtdTechnology3.70%₹77.91 Cr
RepoUnspecified3.78%₹77.07 Cr
Itc LtdConsumer Staples3.66%₹76.33 Cr
Tata Consultancy Services LtdTechnology3.58%₹76.24 Cr
Zomato LtdTechnology3.59%₹75.57 Cr
Itc LtdConsumer Staples3.54%₹75.31 Cr
Itc LtdConsumer Staples3.56%₹75.08 Cr
Itc LtdConsumer Staples3.63%₹74.41 Cr
Zomato LtdTechnology3.64%₹74.36 Cr
Tata Consultancy Services LtdTechnology3.51%₹74.31 Cr
Tata Consultancy Services LtdTechnology3.51%₹74.31 Cr
Tata Consultancy Services LtdTechnology3.54%₹73.79 Cr
Cash/net Current AssetsUnspecified3.61%₹72.79 Cr
Radico Khaitan LtdConsumer Staples3.52%₹72.08 Cr
Tata Consultancy Services LtdTechnology3.43%₹70.19 Cr
Multi Commodity Exchange Of India LtdFinancial3.43%₹70.09 Cr
Radico Khaitan LtdConsumer Staples3.27%₹68.25 Cr
Multi Commodity Exchange Of India LtdFinancial3.36%₹67.74 Cr
RepoUnspecified3.17%₹67.40 Cr
Zomato LtdTechnology3.32%₹66.94 Cr
Bse LtdFinancial3.23%₹66.10 Cr
Radico Khaitan LtdConsumer Staples3.11%₹63.52 Cr
Multi Commodity Exchange Of India LtdFinancial2.93%₹61.75 Cr
Itc LtdConsumer Staples2.94%₹60.02 Cr
Itc LtdConsumer Staples2.90%₹58.42 Cr
Radico Khaitan LtdConsumer Staples2.82%₹56.73 Cr
Tata Consultancy Services LtdTechnology2.76%₹56.23 Cr
Nippon Life India Asset Management LtdFinancial2.79%₹56.15 Cr
Multi Commodity Exchange Of India LtdFinancial2.62%₹55.86 Cr
Hcl Technologies LtdTechnology2.69%₹54.94 Cr
Polycab India LtdIndustrials2.69%₹54.25 Cr
Cash/net Current AssetsUnspecified2.53%₹53.79 Cr
Cash/net Current AssetsUnspecified2.51%₹53.69 Cr
Nippon Life India Asset Management LtdFinancial2.52%₹53.04 Cr
Nippon Life India Asset Management LtdFinancial2.59%₹52.95 Cr
Nippon Life India Asset Management LtdFinancial2.48%₹52.80 Cr
Nippon Life India Asset Management LtdFinancial2.49%₹52.75 Cr
Nippon Life India Asset Management LtdFinancial2.49%₹52.75 Cr
Hcl Technologies LtdTechnology2.50%₹52.59 Cr
Nippon Life India Asset Management LtdFinancial2.56%₹52.36 Cr
RepoUnspecified2.44%₹51.74 Cr
RepoUnspecified2.44%₹51.74 Cr
Mahanagar Gas LtdEnergy & Utilities2.46%₹51.34 Cr
Multi Commodity Exchange Of India LtdFinancial2.42%₹51.26 Cr
Multi Commodity Exchange Of India LtdFinancial2.42%₹51.26 Cr
Karur Vysya Bank LtdFinancial2.42%₹51.00 Cr
Icici Bank LtdFinancial2.40%₹50.85 Cr
Icici Bank LtdFinancial2.40%₹50.85 Cr
Muthoot Finance LtdFinancial2.46%₹50.17 Cr
Karur Vysya Bank LtdFinancial2.49%₹50.04 Cr
Muthoot Finance LtdFinancial2.37%₹49.93 Cr
Hcl Technologies LtdTechnology2.33%₹49.70 Cr
Iifl Wealth Management LtdFinancial2.47%₹49.66 Cr
Muthoot Finance LtdFinancial2.30%₹49.05 Cr
Nippon Life India Asset Management LtdFinancial2.35%₹48.98 Cr
Mahanagar Gas LtdEnergy & Utilities2.39%₹48.95 Cr
Iifl Wealth Management LtdFinancial2.31%₹48.69 Cr
Polycab India LtdIndustrials2.29%₹48.54 Cr
Polycab India LtdIndustrials2.29%₹48.54 Cr
Iifl Wealth Management LtdFinancial2.27%₹48.41 Cr
Karur Vysya Bank LtdFinancial2.32%₹48.40 Cr
Mahanagar Gas LtdEnergy & Utilities2.28%₹48.27 Cr
Mahanagar Gas LtdEnergy & Utilities2.28%₹48.27 Cr
Polycab India LtdIndustrials2.28%₹48.00 Cr
Muthoot Finance LtdFinancial2.27%₹48.00 Cr
Muthoot Finance LtdFinancial2.27%₹48.00 Cr
Karur Vysya Bank LtdFinancial2.25%₹47.94 Cr
Polycab India LtdIndustrials2.21%₹47.06 Cr
Karur Vysya Bank LtdFinancial2.22%₹47.01 Cr
Karur Vysya Bank LtdFinancial2.22%₹47.01 Cr
Rainbow Childrens Medicare LtdHealthcare2.21%₹46.83 Cr
Rainbow Childrens Medicare LtdHealthcare2.21%₹46.83 Cr
Titan Company LtdConsumer Discretionary2.32%₹46.74 Cr
Muthoot Finance LtdFinancial2.27%₹46.46 Cr
Iifl Wealth Management LtdFinancial2.27%₹46.41 Cr
Karur Vysya Bank LtdFinancial2.27%₹46.23 Cr
Rainbow Childrens Medicare LtdHealthcare2.17%₹46.21 Cr
Polycab India LtdIndustrials2.24%₹45.90 Cr
Tata Consumer Products LtdConsumer Staples2.17%₹45.65 Cr
Rainbow Childrens Medicare LtdHealthcare2.14%₹45.14 Cr
Bajaj Finserv LtdFinancial2.13%₹45.11 Cr
Bajaj Finserv LtdFinancial2.13%₹45.11 Cr
Hcl Technologies LtdTechnology2.24%₹45.01 Cr
Tata Consumer Products LtdConsumer Staples2.11%₹44.90 Cr
Doms Industries Ltd.Industrials2.12%₹44.79 Cr
Tata Consumer Products LtdConsumer Staples2.11%₹44.62 Cr
Tata Consumer Products LtdConsumer Staples2.11%₹44.62 Cr
Icici Bank LtdFinancial2.13%₹44.44 Cr
Iifl Wealth Management LtdFinancial2.09%₹44.22 Cr
Iifl Wealth Management LtdFinancial2.09%₹44.22 Cr
Polycab India LtdIndustrials2.17%₹44.19 Cr
Doms Industries Ltd.Industrials2.08%₹44.05 Cr
Doms Industries Ltd.Industrials2.08%₹44.05 Cr
Muthoot Finance LtdFinancial2.18%₹43.93 Cr
Titan Company LtdConsumer Discretionary2.08%₹43.76 Cr
Tata Consumer Products LtdConsumer Staples2.17%₹43.70 Cr
Kotak Mahindra Bank LtdFinancial2.07%₹43.58 Cr
Tata Consumer Products LtdConsumer Staples2.13%₹43.43 Cr
Bajaj Finserv LtdFinancial2.12%₹43.34 Cr
Tata Consumer Products LtdConsumer Staples2.11%₹43.25 Cr
Multi Commodity Exchange Of India LtdFinancial2.11%₹43.23 Cr
Iifl Wealth Management LtdFinancial2.07%₹43.07 Cr
Doms Industries Ltd.Industrials2.02%₹42.98 Cr
Polycab India LtdIndustrials2.06%₹42.97 Cr
Titan Company LtdConsumer Discretionary2.10%₹42.96 Cr
Doms Industries Ltd.Industrials2.08%₹42.58 Cr
Titan Company LtdConsumer Discretionary1.98%₹42.20 Cr
Iifl Wealth Management LtdFinancial2.05%₹41.90 Cr
Kotak Mahindra Bank LtdFinancial2.08%₹41.85 Cr
Godrej Properties LtdReal Estate1.94%₹41.11 Cr
Godrej Properties LtdReal Estate1.94%₹41.11 Cr
Tata Consumer Products LtdConsumer Staples1.97%₹41.10 Cr
Exide Industries LtdConsumer Discretionary1.99%₹40.79 Cr
Doms Industries Ltd.Industrials2.00%₹40.79 Cr
Karur Vysya Bank LtdFinancial1.99%₹40.77 Cr
Rainbow Childrens Medicare LtdHealthcare2.02%₹40.69 Cr
Bikaji Foods International LtdConsumer Staples1.94%₹40.50 Cr
Bikaji Foods International LtdConsumer Staples1.92%₹40.49 Cr
Titan Company LtdConsumer Discretionary1.91%₹40.46 Cr
Titan Company LtdConsumer Discretionary1.91%₹40.46 Cr
Icici Bank LtdFinancial1.97%₹40.44 Cr
Kotak Mahindra Bank LtdFinancial1.98%₹40.39 Cr
Rainbow Childrens Medicare LtdHealthcare1.97%₹40.27 Cr
Bikaji Foods International LtdConsumer Staples1.96%₹40.18 Cr
Exide Industries LtdConsumer Discretionary1.92%₹40.12 Cr
Tata Capital Limited EqFinancial1.96%₹40.03 Cr
Doms Industries Ltd.Industrials1.98%₹39.93 Cr
Exide Industries LtdConsumer Discretionary1.88%₹39.87 Cr
Exide Industries LtdConsumer Discretionary1.88%₹39.87 Cr
Doms Industries Ltd.Industrials1.89%₹39.47 Cr
Multi Commodity Exchange Of India LtdFinancial1.89%₹39.47 Cr
Bikaji Foods International LtdConsumer Staples1.86%₹39.45 Cr
Bikaji Foods International LtdConsumer Staples1.86%₹39.45 Cr
Muthoot Finance LtdFinancial1.89%₹39.45 Cr
Exide Industries LtdConsumer Discretionary1.84%₹39.13 Cr
Tata Capital Limited EqFinancial1.94%₹39.03 Cr
Oil India LtdEnergy & Utilities1.91%₹39.00 Cr
Rainbow Childrens Medicare LtdHealthcare1.91%₹38.92 Cr
Hcl Technologies LtdTechnology1.83%₹38.85 Cr
Hcl Technologies LtdTechnology1.83%₹38.85 Cr
Bikaji Foods International LtdConsumer Staples1.82%₹38.73 Cr
Godrej Properties LtdReal Estate1.78%₹37.99 Cr
Trent LtdConsumer Discretionary1.85%₹37.89 Cr
Exide Industries LtdConsumer Discretionary1.79%₹37.81 Cr
Godrej Properties LtdReal Estate1.81%₹37.78 Cr
Oil India LtdEnergy & Utilities1.84%₹37.00 Cr
Hcl Technologies LtdTechnology1.77%₹36.99 Cr
Metro Brands LtdConsumer Discretionary1.80%₹36.80 Cr
Gail (india) LtdEnergy & Utilities1.76%₹36.78 Cr
Gail (india) LtdEnergy & Utilities1.78%₹36.49 Cr
Titan Company LtdConsumer Discretionary1.78%₹36.36 Cr
Kirloskar Pneumatic Company LtdIndustrials1.74%₹36.28 Cr
Godrej Properties LtdReal Estate1.71%₹36.01 Cr
Nestle India LtdConsumer Staples1.76%₹35.97 Cr
Bikaji Foods International LtdConsumer Staples1.74%₹35.52 Cr
Metro Brands LtdConsumer Discretionary1.70%₹35.46 Cr
Godrej Properties LtdReal Estate1.73%₹35.37 Cr
Havells India LtdConsumer Discretionary1.72%₹35.15 Cr
Havells India LtdConsumer Discretionary1.68%₹35.11 Cr
Hcl Technologies LtdTechnology1.70%₹34.90 Cr
Exide Industries LtdConsumer Discretionary1.73%₹34.90 Cr
Nestle India LtdConsumer Staples1.73%₹34.88 Cr
Bikaji Foods International LtdConsumer Staples1.71%₹34.46 Cr
Cash/net Current AssetsUnspecified1.68%₹34.46 Cr
Metro Brands LtdConsumer Discretionary1.63%₹34.42 Cr
Bajaj Finserv LtdFinancial1.64%₹34.09 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.62%₹33.83 Cr
Oil India LtdEnergy & Utilities1.61%₹33.65 Cr
Exide Industries LtdConsumer Discretionary1.65%₹33.58 Cr
Mahanagar Gas LtdEnergy & Utilities1.66%₹33.48 Cr
Metro Brands LtdConsumer Discretionary1.57%₹33.38 Cr
Oil India LtdEnergy & Utilities1.57%₹33.14 Cr
Oil India LtdEnergy & Utilities1.57%₹33.14 Cr
Kirloskar Pneumatic Company LtdIndustrials1.62%₹33.09 Cr
Larsen & Toubro LtdIndustrials1.57%₹33.08 Cr
Larsen & Toubro LtdIndustrials1.55%₹32.96 Cr
Coal India LtdMaterials1.64%₹32.94 Cr
Mahanagar Gas LtdEnergy & Utilities1.55%₹32.94 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.63%₹32.85 Cr
Cash/net Current AssetsUnspecified1.57%₹32.82 Cr
Cash/net Current AssetsUnspecified1.57%₹32.82 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.60%₹32.79 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.54%₹32.77 Cr
Larsen & Toubro LtdIndustrials1.54%₹32.65 Cr
Larsen & Toubro LtdIndustrials1.54%₹32.65 Cr
Oil India LtdEnergy & Utilities1.54%₹32.45 Cr
Metro Brands LtdConsumer Discretionary1.52%₹32.19 Cr
Metro Brands LtdConsumer Discretionary1.52%₹32.19 Cr
Kirloskar Pneumatic Company LtdIndustrials1.59%₹31.95 Cr
Billionbrains Garage Ventures Ltd.1.56%₹31.87 Cr
Larsen & Toubro LtdIndustrials1.56%₹31.85 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.51%₹31.75 Cr
Oil India LtdEnergy & Utilities1.55%₹31.64 Cr
Oil India LtdEnergy & Utilities1.48%₹31.60 Cr
Bank Of BarodaFinancial1.57%₹31.58 Cr
Trent LtdConsumer Discretionary1.49%₹31.45 Cr
Trent LtdConsumer Discretionary1.49%₹31.45 Cr
Kirloskar Pneumatic Company LtdIndustrials1.54%₹31.38 Cr
Hdfc Life Insurance Co LtdFinancial1.50%₹31.35 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.48%₹31.35 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.48%₹31.35 Cr
Mahanagar Gas LtdEnergy & Utilities1.48%₹31.18 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.47%₹31.13 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.47%₹31.13 Cr
Godrej Properties LtdReal Estate1.54%₹31.10 Cr
Billionbrains Garage Ventures Ltd.1.53%₹30.90 Cr
Kirloskar Pneumatic Company LtdIndustrials1.45%₹30.76 Cr
Kirloskar Pneumatic Company LtdIndustrials1.45%₹30.76 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.50%₹30.67 Cr
Godrej Industries LtdDiversified1.49%₹30.46 Cr
Metro Brands LtdConsumer Discretionary1.50%₹30.13 Cr
Havells India LtdConsumer Discretionary1.42%₹30.03 Cr
Havells India LtdConsumer Discretionary1.42%₹30.03 Cr
Metro Brands LtdConsumer Discretionary1.47%₹29.96 Cr
Kirloskar Pneumatic Company LtdIndustrials1.40%₹29.89 Cr
Bank Of BarodaFinancial1.44%₹29.37 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.38%₹29.33 Cr
Kirloskar Pneumatic Company LtdIndustrials1.38%₹29.14 Cr
Godrej Industries LtdDiversified1.40%₹29.09 Cr
Bank Of BarodaFinancial1.38%₹29.03 Cr
Mahanagar Gas LtdEnergy & Utilities1.42%₹28.90 Cr
Godrej Properties LtdReal Estate1.39%₹28.33 Cr
Godrej Industries LtdDiversified1.32%₹28.01 Cr
Godrej Industries LtdDiversified1.32%₹28.01 Cr
Manappuram Finance LtdFinancial1.32%₹27.77 Cr
Trent LtdConsumer Discretionary1.30%₹27.15 Cr
Uti Asset Management Company LtdFinancial1.28%₹26.68 Cr
Godrej Industries LtdDiversified1.25%₹26.66 Cr
Bank Of BarodaFinancial1.24%₹26.34 Cr
Idfc First Bank LtdFinancial1.24%₹26.20 Cr
Uti Asset Management Company LtdFinancial1.28%₹26.16 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.25%₹26.09 Cr
Manappuram Finance LtdFinancial1.20%₹25.65 Cr
Manappuram Finance LtdFinancial1.26%₹25.62 Cr
Idfc First Bank LtdFinancial1.25%₹25.58 Cr
Manappuram Finance LtdFinancial1.27%₹25.49 Cr
Godrej Industries LtdDiversified1.21%₹25.41 Cr
Manappuram Finance LtdFinancial1.23%₹25.27 Cr
Godrej Industries LtdDiversified1.25%₹25.17 Cr
RepoUnspecified1.25%₹25.08 Cr
Uti Asset Management Company LtdFinancial1.18%₹25.03 Cr
Uti Asset Management Company LtdFinancial1.18%₹25.03 Cr
Godrej Agrovet LtdConsumer Staples1.19%₹24.74 Cr
Jupiter Wagons LtdIndustrials1.18%₹24.70 Cr
Godrej Industries LtdDiversified1.21%₹24.69 Cr
Idfc First Bank LtdFinancial1.15%₹24.52 Cr
Manappuram Finance LtdFinancial1.15%₹24.26 Cr
Manappuram Finance LtdFinancial1.15%₹24.26 Cr
Billionbrains Garage Ventures Ltd.1.15%₹24.18 Cr
Vedanta LtdMaterials1.19%₹23.92 Cr
Tata Consultancy Services LtdTechnology1.18%₹23.74 Cr
United Spirits LtdConsumer Staples1.10%₹23.52 Cr
United Spirits LtdConsumer Staples1.11%₹23.39 Cr
Shriram Transport Finance Company LtdFinancial1.16%₹23.32 Cr
United Spirits LtdConsumer Staples1.10%₹23.19 Cr
United Spirits LtdConsumer Staples1.10%₹23.19 Cr
RepoUnspecified1.10%₹23.19 Cr
Nestle India LtdConsumer Staples1.10%₹23.18 Cr
Kotak Mahindra Bank LtdFinancial1.08%₹22.94 Cr
Manappuram Finance LtdFinancial1.09%₹22.77 Cr
Kotak Mahindra Bank LtdFinancial1.07%₹22.70 Cr
Kotak Mahindra Bank LtdFinancial1.07%₹22.70 Cr
Campus Activewear LtdConsumer Discretionary1.07%₹22.67 Cr
Campus Activewear LtdConsumer Discretionary1.07%₹22.67 Cr
Zensar Technologies LtdTechnology1.08%₹22.49 Cr
Coforge LtdTechnology1.07%₹22.45 Cr
Coforge LtdTechnology1.05%₹22.33 Cr
Coforge LtdTechnology1.09%₹22.33 Cr
Zensar Technologies LtdTechnology1.05%₹22.26 Cr
Zensar Technologies LtdTechnology1.05%₹22.25 Cr
Zensar Technologies LtdTechnology1.05%₹22.25 Cr
Shriram Transport Finance Company LtdFinancial1.08%₹22.03 Cr
Campus Activewear LtdConsumer Discretionary1.07%₹21.84 Cr
Nestle India LtdConsumer Staples1.03%₹21.74 Cr
Nestle India LtdConsumer Staples1.03%₹21.74 Cr
Campus Activewear LtdConsumer Discretionary1.04%₹21.66 Cr
Nestle India LtdConsumer Staples1.01%₹21.56 Cr
Kotak Mahindra Bank LtdFinancial1.05%₹21.52 Cr
Shriram Transport Finance Company LtdFinancial1.02%₹21.52 Cr
United Spirits LtdConsumer Staples1.05%₹21.45 Cr
Fine Organic Industries LtdMaterials1.03%₹21.40 Cr
Maruti Suzuki India LtdConsumer Discretionary1.06%₹21.39 Cr
Zensar Technologies LtdTechnology1.04%₹21.29 Cr
Titan Company LtdConsumer Discretionary1.01%₹21.09 Cr
Bank Of BarodaFinancial0.99%₹21.05 Cr
Bank Of BarodaFinancial0.99%₹21.05 Cr
Hdfc Life Insurance Co LtdFinancial0.99%₹21.02 Cr
Zensar Technologies LtdTechnology0.99%₹20.90 Cr
Hdfc Life Insurance Co LtdFinancial1.02%₹20.80 Cr
Hdfc Life Insurance Co LtdFinancial0.98%₹20.62 Cr
Tata Capital Limited EqFinancial0.98%₹20.61 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.00%₹20.49 Cr
Adani Power LtdEnergy & Utilities1.00%₹20.18 Cr
Godrej Agrovet LtdConsumer Staples0.98%₹20.15 Cr
Hdfc Life Insurance Co LtdFinancial0.95%₹20.13 Cr
Hdfc Life Insurance Co LtdFinancial0.95%₹20.13 Cr
Hdfc Life Insurance Co LtdFinancial0.99%₹20.10 Cr
Coal India LtdMaterials0.97%₹19.83 Cr
Nestle India LtdConsumer Staples0.96%₹19.71 Cr
Hdfc Life Insurance Co LtdFinancial0.98%₹19.67 Cr
Vedanta LtdMaterials0.96%₹19.63 Cr
Godrej Agrovet LtdConsumer Staples0.91%₹19.37 Cr
Godrej Agrovet LtdConsumer Staples0.91%₹19.37 Cr
Zensar Technologies LtdTechnology0.95%₹19.31 Cr
Sunteck Realty LtdReal Estate0.92%₹19.21 Cr
United Spirits LtdConsumer Staples0.91%₹19.00 Cr
Fujiyama Power Systems Ltd.0.93%₹18.71 Cr
Fine Organic Industries LtdMaterials0.88%₹18.03 Cr
Astec Lifesciences LtdMaterials0.86%₹18.01 Cr
Mastek LtdTechnology0.83%₹17.37 Cr
Godrej Agrovet LtdConsumer Staples0.82%₹17.36 Cr
Larsen & Toubro LtdIndustrials0.86%₹17.33 Cr
Kpit Technologies LtdTechnology0.82%₹17.07 Cr
Zensar Technologies LtdTechnology0.83%₹16.77 Cr
Godrej Agrovet LtdConsumer Staples0.79%₹16.68 Cr
Astec Lifesciences LtdMaterials0.78%₹15.99 Cr
Mastek LtdTechnology0.77%₹15.76 Cr
Fujiyama Power Systems Ltd.0.76%₹15.59 Cr
Godrej Agrovet LtdConsumer Staples0.77%₹15.49 Cr
Nestle India LtdConsumer Staples0.71%₹14.83 Cr
Sunteck Realty LtdReal Estate0.69%₹14.66 Cr
Sunteck Realty LtdReal Estate0.69%₹14.66 Cr
Fine Organic Industries LtdMaterials0.69%₹14.53 Cr
Fine Organic Industries LtdMaterials0.69%₹14.53 Cr
Uti Asset Management Company LtdFinancial0.67%₹14.33 Cr
Sunteck Realty LtdReal Estate0.66%₹14.01 Cr
Sunteck Realty LtdReal Estate0.67%₹13.75 Cr
Fujiyama Power Systems Ltd.0.61%₹12.96 Cr
Godrej Agrovet LtdConsumer Staples0.63%₹12.91 Cr
Campus Activewear LtdConsumer Discretionary0.56%₹11.94 Cr
RepoUnspecified0.47%₹9.72 Cr
Fujiyama Power Systems Ltd.0.39%₹8.21 Cr
Fine Organic Industries LtdMaterials0.22%₹4.63 Cr
Sunteck Realty LtdReal Estate0.16%₹3.47 Cr
RepoUnspecified0.10%₹2.12 Cr
Lg Electronics India Ltd.Consumer Discretionary0.04%₹0.75 Cr
Lg Electronics India Ltd.Consumer Discretionary0.04%₹0.75 Cr
Lg Electronics India Ltd.Consumer Discretionary0.04%₹0.75 Cr
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Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Retirement Savings Fund Progressive Plan Regular-growth

What is the current AUM of Tata Retirement Savings Fund Progressive Plan Regular-growth?

As of Thu Jul 31, 2025, Tata Retirement Savings Fund Progressive Plan Regular-growth manages assets worth ₹2,084.5 crore

What is the long-term performance of Tata Retirement Savings Fund Progressive Plan Regular-growth?

  • 3 Years CAGR: 13.45%
  • 5 Years CAGR: 9.72%
  • Since Inception: 13.00%

What is the portfolio composition of Tata Retirement Savings Fund Progressive Plan Regular-growth?

Equity: 95.14%, Others: 4.86%.

Who manages Tata Retirement Savings Fund Progressive Plan Regular-growth?

Tata Retirement Savings Fund Progressive Plan Regular-growth is managed by Sonam Udasi from Tata Mutual Fund.

What is the market-cap allocation of Tata Retirement Savings Fund Progressive Plan Regular-growth?

Large Cap: 58.01%, Mid Cap: 22.57%, Small Cap: 19.42%.

Which are the top companies Tata Retirement Savings Fund Progressive Plan Regular-growth has invested in?

  • Cash/Net Current Assets – 6.90% of the fund's portfolio
  • HDFC Bank Ltd – 6.78% of the fund's portfolio
  • HDFC Bank Ltd – 6.63% of the fund's portfolio
  • HDFC Bank Ltd – 6.58% of the fund's portfolio
  • HDFC Bank Ltd – 6.53% of the fund's portfolio

Which are the major sectors Tata Retirement Savings Fund Progressive Plan Regular-growth focuses on?

  • Financial – 263.72% of the fund's portfolio
  • Consumer Staples – 109.79% of the fund's portfolio
  • Technology – 86.64% of the fund's portfolio
  • Energy & Utilities – 71.99% of the fund's portfolio
  • Consumer Discretionary – 68.38% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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