Tata Retirement Savings Fund Moderate Plan
Direct · Growth ₹77.39
21 Apr 2026
NAV
15.5%
3Y CAGR
14.8%
5Y CAGR
15.3%
10Y CAGR
15.5%
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.
5.51
Sharpe
-29.6%
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 | ₹12.82 L | 18.1% | -44.3% | 79.4% |
| 3 Years | ₹36.00 L | ₹44.98 L | 15.1% | -14.3% | 27.6% |
| 5 Years | ₹60.00 L | ₹84.07 L | 14.2% | -2.5% | 24.6% |
| 10 Years | ₹1.20 Cr | ₹2.50 Cr | 14.3% | 10.8% | 16.9% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.1% | 1.0% | +17.1% |
| 3 Years | 15.1% | 11.4% | +3.7% |
| 5 Years | 14.2% | 11.3% | +3.0% |
| 10 Years | 14.3% | 11.9% | +2.4% |