An open-ended retirement solution-focused scheme with a 5-year lock-in or until retirement age, whichever comes first, is the Tata Retirement Savings Fund. The fund offers three options: the Progressive Plan, which has an equity exposure range of 85% to 100%, the Moderate Plan, which has an equity exposure range of 65% to 85%, and the Conservative Plan, which has an exposure range of debt of 70% to 100%. The fund has been rated 3 stars by Value Research. The fund was launched on November 1, 2011, and as a result, it successfully celebrated its 11th anniversary. Let’s now evaluate the historical performance of the fund’s Progressive Plan, Moderate Plan, and Conservative Plan.
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