Compare Tata Retirement Savings Progressive vs Motilal Oswal Flexi Cap Fund
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹150 | ₹500 |
Expense Ratio | 1.99 | 1.7 |
NAV | ₹64.39 | ₹60.54 |
Fund Started | 07 Oct 2011 | 07 Apr 2014 |
Fund Size | ₹2128.79 Cr | ₹14312.44 Cr |
Exit Load | Exit load of 1% if redeemed before 61 months. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹150
₹500
Expense Ratio
1.99
1.7
NAV
₹64.39
₹60.54
Fund Started
07 Oct 2011
07 Apr 2014
Fund Size
₹2128.79 Cr
₹14312.44 Cr
Exit Load
Exit load of 1% if redeemed before 61 months.
Exit load of 1%, if redeemed within 365 days.
1 Year | -5.23% | -7.17% |
3 Year | 14.98% | 21.36% |
5 Year | 13.13% | 15.83% |
1 Year
-5.23%
-7.17%
3 Year
14.98%
21.36%
5 Year
13.13%
15.83%
Equity | 94.30% | 80.73% |
Cash | 5.70% | 19.27% |
Equity
94.30%
80.73%
Cash
5.70%
19.27%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 6.63% |
Reliance Industries Ltd. | 5.37% |
BSE Ltd. | 4.42% |
ICICI Bank Ltd. | 4.05% |
Solar Industries India Ltd. | 3.99% |
Eternal Ltd. | 3.83% |
Radico Khaitan Ltd. | 3.76% |
Tata Consultancy Services Ltd. | 3.58% |
ITC Ltd. | 3.54% |
Multi Commodity Exchange Of India Ltd. | 2.62% |
Coforge Ltd. | 10.00% |
Persistent Systems Ltd. | 9.99% |
Eternal Ltd. | 8.39% |
Kalyan Jewellers India Ltd. | 8.30% |
Polycab India Ltd. | 7.64% |
Cholamandalam Investment and Finance Company Ltd. | 7.13% |
Dixon Technologies (India) Ltd. | 7.09% |
CG Power and Industrial Solutions Ltd. | 5.64% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 4.45% |
Bharti Airtel Ltd. | 4.41% |
Name | Murthy Nagarajan | Ajay Khandelwal |
Start Date | 15 Oct 2025 | 25 Jul 2025 |
Name
Murthy Nagarajan
Ajay Khandelwal
Start Date
15 Oct 2025
25 Jul 2025
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 achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 07 Oct 2011 | 07 Apr 2014 |
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 achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
07 Oct 2011
07 Apr 2014