Tata Retirement Savings Fund Conservative Plan
Direct · Growth ₹37.69
27 Apr 2026
NAV
9.8%
3Y CAGR
9.5%
5Y CAGR
9.8%
10Y CAGR
9.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.79
Sharpe
-11.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.56 L | 10.3% | -12.8% | 27.0% |
| 3 Years | ₹36.00 L | ₹41.20 L | 9.6% | 0.0% | 14.9% |
| 5 Years | ₹60.00 L | ₹74.85 L | 9.1% | 4.4% | 13.9% |
| 10 Years | ₹1.20 Cr | ₹1.89 Cr | 9.0% | 7.3% | 10.0% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 10.3% | -1.4% | +11.7% |
| 3 Years | 9.6% | 10.4% | -0.9% |
| 5 Years | 9.1% | 10.5% | -1.4% |
| 10 Years | 9.0% | 11.8% | -2.8% |