Tata Retirement Savings Progressive Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.2%
Sharpe Ratio0.12
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services6.93%
Solar Industries India LtdCapital Goods4.70%
Cash / Net Current AssetUtilities4.65%
Reliance Industries LtdEnergy & Infra4.53%
BSE LtdFinancial Services4.12%
Tata Consultancy Services LtdTechnology3.86%
ITC LtdConsumers3.54%
Eternal LtdConsumers3.30%
Radico Khaitan LtdConsumers3.00%
Mahanagar Gas LtdUtilities2.57%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.99%
Exit Load1
Regulatory & Tax Information
INF277K01FG0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)