Tata Retirement Savings Fund Progressive Plan Direct Growth

Scheme code: INF277K01QO1 NAV value: ₹ 71.9991 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.36	47.27	27.87	20.32
3 year	9.15	27.19	16.11	13.44
5 year	6.72	25.17	14.46	12.17
7 year	10.37	20.25	15.12	11.88
10 year	12.52	18.77	16.38	13.02
12 year	15.49	17.24	16.37	13.49

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	27.87
3 year	6.28	33.32	15.57	16.11
5 year	0.74	26.02	12.91	14.46
7 year	3.33	15.62	11.64	15.12
10 year	3.49	17.22	10.65	16.38
12 year	3.07	16.17	10.8	16.37
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.87
3 year	6.56	32.12	15.66	16.11
5 year	1	26.2	12.75	14.46
7 year	3.8	15.42	11.84	15.12
10 year	3.8	18	11.09	16.38
12 year	3.63	16.86	11.19	16.37
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.87
3 year	7.68	33.37	17	16.11
5 year	0.71	27.63	13.15	14.46
7 year	3.76	16.01	12.04	15.12
10 year	3.56	16.94	10.94	16.38
12 year	3.31	16.54	10.99	16.37
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	27.87
3 year	8.04	34.46	17.98	16.11
5 year	0.69	28.64	13.53	14.46
7 year	3.97	16.42	12.35	15.12
10 year	3.53	17.72	11.24	16.38
12 year	3.1	16.97	11.25	16.37
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 27.87% - Median return: 30.41% - Average standard deviation: 5.15

Rolling return for 3 year

- Average return: 16.11% - Median return: 15.93% - Average standard deviation: 1.73

Rolling return for 5 year

- Average return: 14.46% - Median return: 15.12% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 15.12% - Median return: 14.82% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 16.38% - Median return: 16.66% - Average standard deviation: 0.47

Rolling return for 12 year

- Average return: 16.37% - Median return: 16.24% - Average standard deviation: 0.48

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,16,559	1,16,559	9.72
3 year	36,00,000	45,70,374	9,70,374	8.28
5 year	60,00,000	87,29,957	27,29,957	7.79
7 year	84,00,000	1,40,63,692	56,63,692	7.64
10 year	1,20,00,000	2,67,26,404	1,47,26,404	8.34
12 year	1,44,00,000	3,85,78,948	2,41,78,948	8.56

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.72
3 year	7.35	8.28
5 year	7.28	7.79
7 year	6.36	7.64
10 year	5.93	8.34
12 year	6.09	8.56

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.72
3 year	7.51	8.28
5 year	7.25	7.79
7 year	6.38	7.64
10 year	6.15	8.34
12 year	6.3	8.56

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.72
3 year	8.25	8.28
5 year	7.64	7.79
7 year	6.58	7.64
10 year	6.21	8.34
12 year	6.36	8.56

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	9.72
3 year	8.74	8.28
5 year	7.97	7.79
7 year	6.78	7.64
10 year	6.43	8.34
12 year	6.57	8.56

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,16,559 - Absolute Returns: ₹1,16,559 - CAGR: 9.72%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,70,374 - Absolute Returns: ₹9,70,374 - CAGR: 8.28%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,29,957 - Absolute Returns: ₹27,29,957 - CAGR: 7.79%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,63,692 - Absolute Returns: ₹56,63,692 - CAGR: 7.64%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,67,26,404 - Absolute Returns: ₹1,47,26,404 - CAGR: 8.34%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,85,78,948 - Absolute Returns: ₹2,41,78,948 - CAGR: 8.56%