Tata Asset Management Limited runs 3 funds in the Retirement Fund category, together managing roughly ₹4,248.99 Cr in assets. Across the 3 funds with a full 3-year track record, the average 3-year rolling CAGR is 13.8%. Tata Retirement Savings Fund- Progressive Plan - leads the group at 16.7% 3Y CAGR.
Figures here are computed directly from each fund's own NAV history and AUM - not survivor-biased averages from a fact sheet - so a fund that merged, closed, or changed category drops out of the comparison rather than skewing it. Click through to any fund above for its full return history, expense ratio, holdings, and risk profile.
Retirement Fund is one of the standardized scheme categories SEBI mandated in its 2017 product categorization circular - every AMC runs Tata Asset Management Limited's funds in this category against the same investment-mandate rules every other AMC's funds in the same category follow, which is what makes a cross-AMC ranking like this one a like-for-like comparison rather than an apples-to-oranges one. A fund's rank here can change as new NAV data comes in or as other AMCs launch or close schemes in the same category, so treat this as a point-in-time snapshot rather than a fixed league table.
Looking for a different AMC's Retirement funds, or want to compare Tata Asset Management Limited's funds against a different category? Use the breadcrumb above to jump back to all Retirement fundsor the full mutual fund directory.