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Scheme Information
Investment Objective
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
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.
Principal Asset Management Private Limited manages assets worth 8,542 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Principal Retirement Sav Moderate fund (PIDCW-A)
About Principal Retirement Sav Moderate fund (PIDCW-A)
Principal Retirement Sav Moderate fund (PIDCW-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.
Principal Retirement Sav Moderate fund (PIDCW-A) Investment Objective
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.
Principal Retirement Sav Moderate fund (PIDCW-A) NAV,AUM,Risk
The Principal Retirement Sav Moderate fund (PIDCW-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 2021-07-27 is ₹ 0.728. The category risk of the Principal Retirement Sav Moderate fund (PIDCW-A) fund is Moderately High Risk.
The fund charges 2.25 % as expense ratio.
Principal Retirement Sav Moderate fund (PIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 51.8% in this asset class.
Principal Retirement Sav Moderate fund (PIDCW-A) SIP
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.
Principal Retirement Sav Moderate fund (PIDCW-A) Investment volatility and Horizon
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 (PIDCW-A) Review
Principal Retirement Sav Moderate fund (PIDCW-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 (PIDCW-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.
