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Tata Retirement Savings Fund-Progressive Plan

A retirement fund. Over 5 years it returned 9.2% a year in the direct plan.

SEBI Registered Investment Adviser · INA000020572 · Fee-only, zero commissions

Returns

Growth option. Annualised, to 09 Oct 2026.

1 year3 years5 years
Direct plan1.9%11.9%9.2%
Regular plan0.4%10.3%7.6%

NAV on 09 Oct 2026: ₹80.5826 for the direct plan and ₹65.2067 for the regular plan. A fund's NAV already has its costs taken out, so these are the returns an investor received, before tax.

Return over 5 years, direct plan 9.2% a year

Tata Retirement Savings Fund-Progressive Plan is a retirement fund.

Return over 3 years11.9% a year
Return over 1 year1.9%
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Direct plan against regular plan

Both plans hold the same portfolio. Over 5 years, the direct plan returned 9.2% a year and the regular plan 7.6%. The difference of 1.61% a year is mostly the commission the regular plan pays a distributor.

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Why there is no ranking here

Funds in this category are not ranked here, because they invest in different things and their returns are not like for like. Look at what the fund invests in, what it costs, and how it fits with the rest of what you hold.

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Questions

What is the return of Tata Retirement Savings Fund-Progressive Plan?

As of 09 Oct 2026, the direct plan of Tata Retirement Savings Fund-Progressive Plan returned 1.9% over 1 year, 11.9% a year over 3 years, 9.2% a year over 5 years. The regular plan returned 7.6% a year over 5 years. Returns over more than a year are annualised.

What is the NAV of Tata Retirement Savings Fund-Progressive Plan?

NAV on 09 Oct 2026: ₹80.5826 for the direct plan and ₹65.2067 for the regular plan. NAVs are published by AMFI at the end of each business day.

What is the difference between the direct and regular plan of Tata Retirement Savings Fund-Progressive Plan?

They hold the same portfolio, run by the same manager. The regular plan pays a commission to a distributor each year, so it returned 1.61% a year less over 5 years.

Why is Tata Retirement Savings Fund-Progressive Plan not ranked?

Funds in this category are not ranked here, because they invest in different things and their returns are not like for like. Look at what the fund invests in, what it costs, and how it fits with the rest of what you hold.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.