Tata Retirement Savings Fund- Conservative Plan
NAV · Direct-Growth
As of 18 Aug 2026 · AMFI
Consistency
Strong
positive in 12 of 12 years
1Y return
+5.9%
3Y CAGR
+8.8%
5Y CAGR
+7.4%
AUM
—
fund size
Expense
—
direct plan
Volatility 3Y
5.4%
3Y std dev
Go deeper on Tata Retirement Savings Fund- Conservative Plan
Two data-only views, computed from this fund's real NAV history — no projections.
In plain English
Long-run track record: about 7.4% CAGR over 5 years. Worst historical drawdown: -11% in Mar 2020, recovered in 3 months.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF277K01QM5
NAV (Direct-Growth)
₹39.2621
Last 1Y
+5.88%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2020
-11.0%Peak ₹23.39 on 20 Feb 2020 → trough ₹20.82 on 23 Mar 2020 (1 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Performance
Returns for various periods, with category average and peer rank.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
NEW
See your SIP through Indian market history
Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.
Try Wealth Time MachineAI · Free
Find what's really inside your funds
Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.
Run Portfolio X-Ray