Principal Retirement Sav Moderate fund (Dividend Payout - Annually)
Returns (1yr)
-1.47 %Latest NAV
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Fund Information
Principal Asset Management Private Limited
- Launch Date: 05/17/2019
- www.principalindia.com
- +91 22 67720555
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
Fund Managers
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Ravi Gopalakrishnan
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Expense Ratio2.25
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR
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AUM₹ 0.63 Crores
ISININF173K01OD0
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Category Risk:
Moderately High risk
Holding Information
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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. Past performance is not an indicator of future returns.
Transaction
Minimum SIP Amount
₹ 0Minimum Lumpsum Amount
₹ 5000Lumpsum Multiple
₹ 100SIP Multiple
₹ 100About the Fund
Principal Retirement Sav-Moderate-Regular Dividend Payout is a Fofs Domestic Other fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are 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 The fund charges 2.25000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.
Long Term Wealth
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5+ yearsRecommended
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12-14%Returns
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No lock-in
