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Tata Retirement Savings-Progressive

Ranked 13 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. Under normal circumstances, funds of the plans under the fund, shall (after providing for all ongoing expenses) generally be invested / the indicative asset allocation shall be as follows considering the objective of the Fund: - Equity and Equity related instruments: 85 - 100%, Debt & Money Market instruments: 0 - 15%, Other Securities: 0 - 10%.

Performance

India over : 30/06/2015 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5% 3.6%
2017 49.1% 18.5% 6.4% 8.4% 9.2%
2016 3.1% -6.1% 9.6% 8.9% -8.0%
2015 7.8% 7.2% -3.8% 1.5% 3.0%
2014 47.4% 5.0% 19.5% 7.8% 8.9%
2013 1.5% -6.5% 1.6% -2.5% 9.4%
2012 21.7% 9.4% -0.1% 7.0% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date08/11/2011
  • Share Class size4,131Mn
  • Base currencyINR
  • ISIN INF277K01FG0

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).