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- Principal Mutual Fund
- Principal Retirement Sav Conservative fund (Growth)
Formerly Principal Asst-A FoF-Conservative-Reg Gr
Principal Retirement Sav Conservative fund (Growth)
₹ 13.1627
NAV (Dec 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.1627
NAV (Dec 23)
Fund Returns
Last 1Y | 4.8% |
Last 3Y | 3% |
Last 5Y | 5.5% |
Last 10Y | NA |
Since Inception | 5.5% |
6 Month CAGR | 7.1% |
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
Expense Ratio | 2.25 |
Launched (8y ago) | Dec 14, 2015 |
AUM in Crores | 1.259 |
ISIN | INF173K01MS2 |
Lock-in | 5 |
Benchmark | CRISIL Liquid Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Principal Retirement Sav Conservative fund (Growth) | 836,128 | 103,516 | 5.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Compare Principal Retirement Sav Conservative fund (Growth)
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 141 cr | ||
₹ 14 cr | ||
₹ 3,622 cr | ||
₹ 6 cr |
About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 5,041 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 8 debt and 15 equity funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.9% | 24.8% | ||
3% | 5.5% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Retirement Sav Conservative fund (G) Review
Principal Retirement Sav Conservative fund (G) is a Fofs Domestic Other fund and has delivered an annualised return of 5.5% over a period of 7 years. The fund was previously known as Principal Asst-A FoF-Conservative-Reg Gr. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.
Nav of Principal Retirement Sav Conservative fund (G) as of 12/23/2020 is ₹13.16 with the total AUM as of 3/22/2023 is ₹1.259. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Retirement Sav Conservative fund (G) was launched on Dec 14, 2015. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for Principal Retirement Sav Conservative fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Principal Retirement Sav Conservative fund (G)?
How to invest in Principal Retirement Sav Conservative fund (G)?
You can invest in Principal Retirement Sav Conservative fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Principal Retirement Sav Conservative fund (G)?
The minimum sip amount for Principal Retirement Sav Conservative fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Principal Retirement Sav Conservative fund (G) good to invest in?
As per Scripbox experts, Principal Retirement Sav Conservative fund (G) is a Not Reviewed Yet fund. You can investPrincipal Retirement Sav Conservative fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Principal Retirement Sav Conservative fund (G)?
The expense ratio of the Principal Retirement Sav Conservative fund (G) is 2.25% for regular plan.