Tata Retirement Savings Fund Progressive Plan
Direct · Growth ₹79.68
22 Apr 2026
NAV
16.2%
3Y CAGR
15.6%
5Y CAGR
16.0%
10Y CAGR
16.1%
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.
6.88
Sharpe
-34.2%
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 | ₹12.83 L | 18.7% | -51.0% | 70.3% |
| 3 Years | ₹36.00 L | ₹45.23 L | 16.0% | -17.2% | 31.4% |
| 5 Years | ₹60.00 L | ₹85.60 L | 15.3% | -3.4% | 26.1% |
| 10 Years | ₹1.20 Cr | ₹2.62 Cr | 15.2% | 11.3% | 18.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.7% | 0.9% | +17.9% |
| 3 Years | 16.0% | 11.2% | +4.9% |
| 5 Years | 15.3% | 11.1% | +4.2% |
| 10 Years | 15.2% | 11.9% | +3.3% |