Tata Retirement Savings Fund Progressive Plan Direct Growth

Scheme code: INF277K01QO1 NAV value: ₹ 75.0769 NAV date: 7 May, 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 year2.3647.2727.8720.32
3 year9.1527.1916.1113.44
5 year6.7225.1714.4612.17
7 year10.3720.2515.1211.88
10 year12.5218.7716.3813.02
12 year15.4917.2416.3713.49

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5127.87
3 year 6.2833.3215.7916.11
5 year 3.5426.0213.514.46
7 year 3.3315.6211.7115.12
10 year 3.4917.2210.616.38
12 year 3.0716.1710.8416.37
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0627.87
3 year 9.0858.729.3116.11
5 year 3.674818.0414.46
7 year 3.831.0314.1415.12
10 year 3.828.9312.3916.38
12 year 3.6326.6512.5916.37
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7627.87
3 year 7.6833.3717.0916.11
5 year 2.3527.6313.5114.46
7 year 3.7616.0112.0715.12
10 year 3.5616.9410.9216.38
12 year 3.3116.5411.0116.37
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6827.87
3 year 8.0434.4618.2616.11
5 year 3.3728.6414.2114.46
7 year 3.9716.4212.4115.12
10 year 3.5317.7211.2216.38
12 year 3.116.9711.3116.37
15 year 6.6816.9611.22

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 year12,00,00013,16,5591,16,5599.72
3 year36,00,00045,70,3749,70,3748.28
5 year60,00,00087,29,95727,29,9577.79
7 year84,00,0001,40,63,69256,63,6927.64
10 year1,20,00,0002,67,26,4041,47,26,4048.34
12 year1,44,00,0003,85,78,9482,41,78,9488.56

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.72
3 year 7.38.28
5 year 7.487.79
7 year 6.397.64
10 year 5.958.34
12 year 6.118.56
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.72
3 year 20.648.28
5 year 137.79
7 year 9.487.64
10 year 7.998.34
12 year 8.128.56
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.72
3 year 8.228.28
5 year 7.777.79
7 year 6.67.64
10 year 6.238.34
12 year 6.378.56
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.72
3 year 8.718.28
5 year 8.227.79
7 year 6.827.64
10 year 6.478.34
12 year 6.68.56

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%