Tata Retirement Savings Fund - Progressive Plan

NAV · Direct-Growth

₹86.13-0.16-0.19%

As of 18 Aug 2026 · AMFI

NAV growth+8.8%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 10 of 12 years

1Y return

+8.8%

3Y CAGR

+15.3%

5Y CAGR

+12.3%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.2%

3Y std dev

Go deeper on Tata Retirement Savings Fund - Progressive Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Retirement Savings Fund - Progressive Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Retirement Savings Fund - Progressive Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Long-run track record: about 12.3% CAGR over 5 years. Worst historical drawdown: -34% in Mar 2020, recovered in 7 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K01QO1

NAV (Direct-Growth)

₹86.1275

Last 1Y

+8.77%

Aug 25Min ₹69.58 · Max ₹86.52 · 245 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-34.2%

Peak ₹35.85 on 19 Feb 2020 → trough ₹23.59 on 23 Mar 2020 (1 months down).

Recovered in 7 months· 8 Oct 2020

Jun 2022

-19.7%

Peak ₹53.26 on 18 Oct 2021 → trough ₹42.76 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 14 Jun 2023

Mar 2025

-18.8%

Peak ₹83.10 on 24 Sept 2024 → trough ₹67.46 on 3 Mar 2025 (5 months down).

Recovered in 16 months· 19 Jun 2026

Oct 2018

-17.9%

Peak ₹33.60 on 28 Aug 2018 → trough ₹27.60 on 9 Oct 2018 (1 months down).

Recovered in 12 months· 18 Oct 2019

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.

Period	Returns	Category avg	Rank
1W	-0.02%	—	—
1M	+2.33%	—	—
3M	+6.21%	—	—
6M	+10.01%	—	—
YTD	+7.65%	—	—
1Y	+8.77%	—	—
2Y	+4.70%	—	—
3Y	+15.34%	—	—
5Y	+12.28%	—	—
7Y	+15.73%	—	—
10Y	+14.38%	—	—

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