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Stock Analysis, IPO, Mutual Funds, Bonds & More

Tata Retirement Savings Fund Progressive Plan Direct-Growth

Fund Manager

Number of Fund Managers
3
Longest Tenure (in Yrs)
3.70
Average Tenure (in Yrs)
2.63
AMC
Tata Mutual Fund

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Sonam Udasi
Since Apr 2016
11
schemes
Mr. Udasi is a B.Com and also holds PGDM(Finance).Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
CLOSE

EXPAND

Ennettee Fernandes
Since Jun 2018
7
schemes
Ms. Fernandes is B.com & PGDBMPrior to joining TATA Mutual Fund she has worked with Phillip Capital India Pvt. Limited as Junior Research Analyst on FMCG sector.
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Basic Attributes

Tata Retirement Savings Fund Progressive Plan Direct-Growth

  • Inception Date01-01-2013
  • Fund CategoryEquity : Multi Cap
  • Fund TypeOpen-ended
  • Entry Load0.0%
  • Exit LoadExit load of 1% if redeemed before 61 months.
  • BenchmarkS&P BSE Sensex Total Return In
  • Systematic Investment Plan Available
  • Systematic Transfer Plan Available
  • Systematic Withdrawal Plan Available
  • Minimum initial Investment₹5,000
  • Minimum Subsequent Investment₹1,000

Data Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research

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