Investment type
Tata Retirement Savings Fund - Progressiv-Dir (G) is a mutual fund under the Balanced category, managed by Tata Mutual Fund. It was launched on 15 Mar 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹2,083 Crores. The expense ratio is 0.54%.
This fund generated returns of 7.34% in the last 1 year. Since its inception, it has provided an average annual return of 16.39%.
The fund's investments are mainly concentrated in sectors like IT-Software, Banks, Capital Markets, Cash & Others and Consumer Durables.
The top five holdings in this fund include prominent companies such as HDFC Bank, BSE, Solar Industries, Reliance Industr and TCS.
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
By joining our referral program, you agree to our Terms of Use
Powered by Viral Loops.
Invest as little as Re.1 in US Stocks
