NSE ScannerTata Mutual Fund · Solution Oriented · Retirement · Regular plan
Tata Retirement Savings Fund-Progressive Plan - Regular Plan - Growth
₹63.7894NAV on 30 Oct 2026Expense ratio 2.21%
29 Oct 2025NAV low 56.72 · high 70.42-3.6%
In plain words
Over 3 years it returned +9.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.3%.
On 3-year return it ranks 6 of 26 funds in Retirement.
A monthly SIP over 10 years ended ₹1,94,258 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.7% | +1.9% |
| 3 months | -7.2% | -5.1% |
| 6 months | -1.7% | -3.2% |
| 1 year | -3.3% | -10.2% |
| 3 years (yearly) | +9.9% | +7.4% |
| 5 years (yearly) | +7.7% | +6.5% |
| 10 years (yearly) | +11.3% | +11.3% |
| Since start (yearly) | +13.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,420 | -3.5% |
| 3 years | ₹3,60,000 | ₹3,74,191 | +2.4% |
| 5 years | ₹5,90,000 | ₹7,19,289 | +7.8% |
| 10 years | ₹11,90,000 | ₹20,47,212 | +10.4% |
Other plan of this fund: Tata Retirement Savings Fund-Progressive Plan - Direct Plan - Growth