TATA RETIREMENT SAVINGS FUND - PROGRESSIVE PLAN - GROWTH
67.51
0.76
as on 02-Jan-2025
SOLUTION ORIENTED
| RETIREMENT
22.25
1 YEAR RETURNS
14.91
3 YEAR RETURNS
16.43
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 | 30.48 | 23.7 | 20.45 | 23.25 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 50.13 | 18.5 | 19.5 | 23.47 | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 15.08 | 9.6 | 9.81 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 18.42 | 11.17 | 13.29 | NA | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 20.97 | 9.98 | 8.21 | 8.72 | 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 |