otherHigh risk

Tata Retirement Savings Fund-Progressive Plan - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 4 Jan 2013.

Latest price per unit

₹86.0802

▼ 0.66% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹10.2k gain · 10.2% / year

Invested 3 years ago

₹1.49 L

▲ ₹48.6k gain · 14.1% / year

Invested 5 years ago

₹1.74 L

▲ ₹73.7k gain · 11.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.5%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-34.20%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year10.16%

CAGR — 3 years14.12%

CAGR — 5 years11.67%

CAGR — since launch15.31%

Volatility — 1 year (annualised)13.74%

Volatility — 3 years (annualised)14.50%

Max drawdown — 1 year-14.12%

Max drawdown — 3 years-18.82%

Sharpe ratio — 1 year (rf=6%)0.28

Sharpe ratio — 3 years (rf=6%)0.52

Fund info

Fund house: Tata Mutual Fund
Category: Solution Oriented Scheme - Retirement Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF277K01QO1
ISIN (Div re-invest): —
Fund code: 119251
First price on record: 4 Jan 2013 · 3,360 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.