Compare Tata Retirement Savings Progressive vs HDFC Focused 30 Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.01 | 1.68 |
NAV | ₹63.24 | ₹213.34 |
Fund Started | 07 Oct 2011 | 20 Aug 2004 |
Fund Size | ₹2088.63 Cr | ₹14968.50 Cr |
Exit Load | Exit load of 1% if redeemed before 61 months. | Exit load of 1% if redeemed within 1 year |
Returns
1 Year | 27.29% | 36.64% |
3 Year | 11.65% | 21.92% |
5 Year | 15.38% | 22.45% |
Holding Analysis
Equity | 93.65% | 86.51% |
Cash | 6.35% | 13.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Murthy Nagarajan | Dhruv Muchhal |
Start Date | 03 May 2021 | 14 Sep 2023 |
About Fund
Description | The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. | The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. |
Launch Date | 07 Oct 2011 | 20 Aug 2004 |
