Investment type
Tata Retirement Savings Fund - Progressiv-Dir (G) is a mutual fund under the Retirement Solutions 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 5.97% in the last 1 year. Since its inception, it has provided an average annual return of 16.34%.
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.
These funds have moderate to low risk, as they gradually shift from growth assets to more conservative investments as you near retirement.
Yes, if you’re planning for retirement and want a fund that adjusts its risk based on your age.
Ideally, until retirement, as these funds are designed to grow over a long period and become safer as you get closer to retirement age.
Yes, though early withdrawal could impact the fund’s growth potential and tax benefits.
Expenses can range from 0.5% to 1.5%, depending on the fund’s mix of assets and management.
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