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Compare Tata Retirement Savings Progressive vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹150 | ₹500 |
Expense Ratio | 2 | 1.71 |
NAV | ₹65.28 | ₹62.09 |
Fund Started | 07 Oct 2011 | 07 Apr 2014 |
Fund Size | ₹2117.15 Cr | ₹14319.21 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
2
1.71
NAV
₹65.28
₹62.09
Fund Started
07 Oct 2011
07 Apr 2014
Fund Size
₹2117.15 Cr
₹14319.21 Cr
Exit Load
Exit load of 1% if redeemed before 61 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.46% | 4.05% |
3 Year | 15.14% | 21.61% |
5 Year | 14.83% | 17.89% |
1 Year
0.46%
4.05%
3 Year
15.14%
21.61%
5 Year
14.83%
17.89%
Holding Analysis
Equity | 95.54% | 89.28% |
Cash | 4.46% | 10.72% |
Equity
95.54%
89.28%
Cash
4.46%
10.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.50% |
Reliance Industries Ltd. | 4.56% |
Eternal Ltd. | 4.32% |
Solar Industries India Ltd. | 4.14% |
ITC Ltd. | 3.63% |
Radico Khaitan Ltd. | 3.52% |
Tata Consultancy Services Ltd. | 3.43% |
BSE Ltd. | 3.23% |
Nippon Life India Asset Management Ltd. | 2.56% |
Mahanagar Gas Ltd. | 2.39% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Eternal Ltd. | 8.88% |
Dixon Technologies (India) Ltd. | 8.66% |
Coforge Ltd. | 8.52% |
Kalyan Jewellers India Ltd. | 8.36% |
Polycab India Ltd. | 8.29% |
Trent Ltd. | 7.38% |
Cholamandalam Investment and Finance Company Ltd. | 6.96% |
CG Power and Industrial Solutions Ltd. | 6.17% |
Siemens Energy India Ltd. | 4.45% |
Fund Manager
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
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 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