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 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	15.59	27.87
3 year	6.28	33.32	15.79	16.11
5 year	3.54	26.02	13.5	14.46
7 year	3.33	15.62	11.71	15.12
10 year	3.49	17.22	10.6	16.38
12 year	3.07	16.17	10.84	16.37
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	27.87
3 year	6.56	32.12	15.89	16.11
5 year	3.67	26.2	13.34	14.46
7 year	3.8	15.42	11.89	15.12
10 year	3.8	18	11.04	16.38
12 year	3.63	16.86	11.23	16.37
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	27.87
3 year	7.68	33.37	17.29	16.11
5 year	3.4	27.63	13.8	14.46
7 year	3.76	16.01	12.11	15.12
10 year	3.56	16.94	10.91	16.38
12 year	3.31	16.54	11.04	16.37
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	27.87
3 year	8.04	34.46	18.27	16.11
5 year	3.37	28.64	14.21	14.46
7 year	3.97	16.42	12.41	15.12
10 year	3.53	17.72	11.22	16.38
12 year	3.1	16.97	11.31	16.37
15 year	6.68	16.96	11.22

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 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	4.97	9.72
3 year	7.31	8.28
5 year	7.48	7.79
7 year	6.39	7.64
10 year	5.96	8.34
12 year	6.11	8.56

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	9.72
3 year	7.48	8.28
5 year	7.46	7.79
7 year	6.41	7.64
10 year	6.17	8.34
12 year	6.32	8.56

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	9.72
3 year	8.24	8.28
5 year	7.88	7.79
7 year	6.62	7.64
10 year	6.24	8.34
12 year	6.38	8.56

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	9.72
3 year	8.72	8.28
5 year	8.23	7.79
7 year	6.82	7.64
10 year	6.47	8.34
12 year	6.6	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%