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MFGenie.ai
Open Ended Schemessolution Oriented Scheme Retirement Fundregulargrowth

Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option

Tata Mutual Fund · AMFI Code: 115943

₹57.2530

NAV as of 30 Mar 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.49%
1 Month-8.35%
3 Months-11.31%
6 Months-8.98%
1 Year-3.38%
3 Years (CAGR)+11.18%
5 Years (CAGR)+8.91%
10 Years (CAGR)+11.22%
Since Inception (Nov 2011)+7.33%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-14.58%
3 Year SIP+1.17%
5 Year SIP+5.86%
Since Inception (Nov 2011)+9.50%

Fund Details

Fund HouseTata Mutual Fund
CategoryOpen Ended Schemessolution Oriented Scheme Retirement Fund
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date08 Nov 2011
AMFI Code115943

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

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