Tata Retirement Savings Fund Progressive Plan Direct Growth

Scheme code: INF277K01QO1 NAV value: ₹ 79.9137 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 21.36 47.27 35.85 26.08
3 year 13.06 20.23 16.63 14.02
5 year 14.22 22.30 17.68 14.28
7 year 13.42 17.76 15.23 12.15

Rolling return for 1 year

Average return: 35.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.19 29.72 40.14 23.29 6.08 31.58 11-2023 11-2024
37.08 40.33 46.73 31.1 5.65 38.81 10-2023 10-2024
39.41 40.07 44.88 34.78 3.58 39.78 09-2023 09-2024
36.71 40.25 44.75 32.46 4.52 38.54 08-2023 08-2024
42.17 40.85 47.27 35.97 4.02 41.57 07-2023 07-2024
29.66 40.52 45.07 25.59 7.89 35.21 06-2023 06-2024
34.89 36.9 43.59 28.6 5.35 35.99 05-2023 05-2024
39.22 39.85 44.83 34.43 3.68 39.58 04-2023 04-2024
34.85 35.77 41.84 29.08 4.52 35.39 03-2023 03-2024
32.76 33.57 37.53 28.94 3.05 33.2 02-2023 02-2024
33.2 32.02 38.76 26.73 4.27 32.68 01-2023 01-2024
28.48 27 34.45 21.36 4.66 27.82 12-2022 12-2023

Rolling return for 3 year

Average return: 16.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.29 14.99 17.26 13.06 1.49 15.15 11-2021 11-2024
15.1 15.67 17.74 13.08 1.66 15.4 10-2021 10-2024
17.28 17.36 18.8 15.86 1.04 17.32 09-2021 09-2024
17.26 17.53 19.51 15.31 1.49 17.4 08-2021 08-2024
18.83 19.05 20.23 17.66 0.91 18.94 07-2021 07-2024
15.02 18.12 19.41 13.78 2.27 16.58 06-2021 06-2024
17.11 17.1 19.57 14.69 1.73 17.12 05-2021 05-2024
17.58 17.33 19.14 15.79 1.19 17.46 04-2021 04-2024
15.22 15.02 17.17 13.1 1.44 15.13 03-2021 03-2024
15.75 14.86 17.12 13.51 1.31 15.31 02-2021 02-2024
17.06 15.94 18.67 14.37 1.57 16.51 01-2021 01-2024
17.5 16.93 19.3 15.17 1.47 17.23 12-2020 12-2023

Rolling return for 5 year

Average return: 17.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.19 18 18.38 16.81 0.62 17.6 11-2019 11-2024
19.12 19.05 20.75 17.44 1.17 19.09 10-2019 10-2024
21.36 20.08 22.3 19.16 1.2 20.72 09-2019 09-2024
20.13 20.78 21.51 19.41 0.78 20.46 08-2019 08-2024
19.79 19.07 20.64 18.23 0.89 19.43 07-2019 07-2024
16.1 18.06 18.74 15.44 1.36 17.08 06-2019 06-2024
17 16.78 18.47 15.33 1.11 16.9 05-2019 05-2024
15.86 16.4 16.78 15.49 0.49 16.13 04-2019 04-2024
15.92 15.39 17.1 14.22 1.04 15.66 03-2019 03-2024
16.62 16.74 17.45 15.92 0.54 16.68 02-2019 02-2024
16.55 16.41 17.51 15.46 0.73 16.48 01-2019 01-2024
16 15.91 17.06 14.86 0.78 15.96 12-2018 12-2023

Rolling return for 7 year

Average return: 15.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.15 14.25 14.99 13.42 0.56 14.2 11-2017 11-2024
14.66 15.09 15.78 13.97 0.66 14.88 10-2017 10-2024
15.58 15.31 16.22 14.68 0.55 15.45 09-2017 09-2024
15.62 15.59 16.57 14.65 0.68 15.61 08-2017 08-2024
15.75 15.64 16.34 15.06 0.45 15.7 07-2017 07-2024
14.12 15.45 15.97 13.61 0.96 14.79 06-2017 06-2024
14.46 14.56 15.48 13.55 0.68 14.51 05-2017 05-2024
14.63 14.26 15.28 13.62 0.6 14.45 04-2017 04-2024
14.57 14.62 15.4 13.79 0.57 14.6 03-2017 03-2024
15.24 15.13 15.82 14.55 0.45 15.18 02-2017 02-2024
16.65 16.05 17.33 15.38 0.72 16.35 01-2017 01-2024
17 17 17.76 16.25 0.53 17 12-2016 12-2023