Tata Retirement Savings Progressive Fund Growth

• Alpha -1.62%
• Beta 0.89
• Sharpe Ratio0.70
• Std Deviation 12.09%
• Tracking Error 6.18%

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.

The Tata Retirement Savings Progressive Fund Growth has an AUM of 2121.63 crores & has delivered CAGR of 14.22% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.00%. The minimum investment in Tata Retirement Savings Progressive Fund Growth is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Cash / Net Current Asset, Tata Consultancy Services & ITC.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Chemical Manufacturing & Investment Services.

Some of the similar funds are HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan, Tata Retirement Savings Progressive Fund Growth, Tata Retirement Savings Moderate Fund Growth, SBI Retirement Benefit Fund - Aggressive Plan Regular Growth, SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth. Tata Retirement Savings Progressive Fund Growth has a sharpe ratio of 0.70 & a standard deviation of 12.09%.