₹ 14.1618
NAV (Dec 23)
Not Reviewed yet
Track Record
2 Years.
Relative Size
1 Cr.
Category View
.
Consistency Of Performance
.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
Scheme Information
The investment objective of the scheme is to provide capital appreciation and income generation to enable investors save over the long term towards their retirement savings goals,by investing in a mix of securities comprising of equity,equity related instruments and fixed income securities. However,there can be no assurance or guarantee that the investment objective of the Scheme will be achieved
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderately High Risk
2.25 %
Expense Ratio
May 17, 2019
Launched (2y ago)
₹ 1
AUM in Crores
INF173K01OD0
ISIN
5
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Other Funds
Fofs Domestic
6 Years
Age
Track Record
Fofs Domestic
10 Years
Age
Track Record
Fofs Domestic
10 Years
Age
Track Record
Fofs Domestic
10 Years
Age
Track Record
Fofs Domestic
18 Years
Age
Track Record
About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 7,381 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 26 equity,31 debt and 16 hybrid funds.
Diversified
Top Ranked
₹ 473 Cr
Fund Size
14.8%
3Y returns
Diversified
Top Ranked
₹ 2,328 Cr
Fund Size
10.4%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
2.5%
3Y returns
Diversified
Top Ranked
₹ 184 Cr
Fund Size
10.7%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
1.6%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Principal Retirement Sav Moderate fund (DP-A) is a fofs domestic other fund and has delivered an annualised return of 7.4% over a period of 2 years ..The fund is managed by Principal Asset Management Private Limited.The fund manager’s name is Ravi Gopalakrishnan.
The investment objective of the scheme is to provide capital appreciation and income generation to enable investors save over the long term towards their retirement savings goals,by investing in a mix of securities comprising of equity,equity related instruments and fixed income securities. However,there can be no assurance or guarantee that the investment objective of the Scheme will be achieved However, there is no assurance that the objective of the scheme will be realized.
The Principal Retirement Sav Moderate fund (DP-A) fund was launched on May 17, 2019. The NAV (Net Asset Value) of this fofs domestic other as of 2020-12-23 is ₹ 14.1618. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 0.728. The category risk of the Principal Retirement Sav Moderate fund (DP-A) fund is Moderately High Risk. The fund charges 2.25 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 51.8% in this asset class.
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Principal Retirement Sav Moderate fund (DP-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Principal Retirement Sav Moderate fund (DP-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.