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Tata Retirement Savings Fund Progressive Plan Direct-Growth Return Analysis
Past rolling returns
SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more
| Period | Fund Median | Category Avg Median |
|---|---|---|
| Any 1y | 16.24% | 12.4% |
| Any 3y | 16.35% | 16.88% |
| Any 5y | 14.73% | 15.8% |
| Any 7y | 15.02% | 14.15% |
| Any 10y | 15.22% | 14.87% |
| Any 1y | 15.67% | 12.59% |
| Any 3y | 16.86% | 16.65% |
| Any 5y | 16.23% | 16.01% |
| Any 7y | 14.71% | 14.11% |
| Any 10y | 15.83% | 14.86% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.