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  • Principal Retirement Sav Conservative fund (Growth)

Formerly Principal Asst-A FoF-Conservative-Reg Gr

Principal Retirement Sav Conservative fund (Growth)

Principal Retirement Sav Conservative fund (Growth)

OtherFofs Domestic

13.1627

NAV (Dec 23)

5.5%
5Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years.

Relative Size

2 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High Risk

2.25 %

Expense Ratio

Dec 14, 2015

Launched (6y ago)

₹ 2

AUM in Crores

INF173K01MS2

ISIN

5

Lock-in

CRISIL Liquid Fund TR INR

Benchmark

₹ 2,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Other Funds

Principal Retirement Sav Conservative fund (G)

Principal Retirement Sav Conservative fund (G)

Fofs Domestic

6 Years

Age

0

Track Record

ICICI Prudential Debt Management Fund FOF (G)

ICICI Prudential Debt Management Fund FOF (G)

Fofs Domestic

18 Years

Age

0

Track Record

Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)

Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)

Fofs Domestic

10 Years

Age

0

Track Record

BHARAT Bond FOF April 2023 fund (G)

BHARAT Bond FOF April 2023 fund (G)

Fofs Domestic

2 Years

Age

0

Track Record

Franklin India Life Stage Fund of Funds The 30s Plan (G)

Franklin India Life Stage Fund of Funds The 30s Plan (G)

Fofs Domestic

18 Years

Age

0

Track Record

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About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 8,295 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.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Principal Focused Multicap Fund (G)

    Principal Focused Multicap Fund (G)

    Diversified

    Top Ranked

    ₹ 576 Cr

    Fund Size

    16.70%

    5Year CAGR

    5Y CAGR

    Principal Emerging Bluechip Fund (G)

    Principal Emerging Bluechip Fund (G)

    Diversified

    Top Ranked

    ₹ 2,730 Cr

    Fund Size

    18.00%

    5Year CAGR

    5Y CAGR

    Principal Cash Management Fund (G)

    Principal Cash Management Fund (G)

    Liquid

    Top Ranked

    ₹ 165 Cr

    Fund Size

    2.10%

    3Year CAGR

    3Y CAGR

    Principal Dividend Yield Fund (G)

    Principal Dividend Yield Fund (G)

    Diversified

    Top Ranked

    ₹ 211 Cr

    Fund Size

    17.50%

    5Year CAGR

    5Y CAGR

    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

    Liquid

    Top Ranked

    ₹ 165 Cr

    Fund Size

    1.40%

    3Year CAGR

    3Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Principal Retirement Sav Conservative fund (G)

    About Principal Retirement Sav Conservative fund (G)

    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 6 years .The fund was previously known as Principal Asst-A FoF-Conservative-Reg Gr.The fund is managed by Principal Asset Management Private Limited.

    Principal Retirement Sav Conservative fund (G) 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 Conservative fund (G) NAV,AUM,Risk

    The Principal Retirement Sav Conservative fund (G) fund was launched on Dec 14, 2015. The NAV (Net Asset Value) of this fofs domestic other as of 2020-12-23 is ₹ 13.1627. The total AUM (Asset Under Management) of the fund as of 2021-06-15 is ₹ 1.259. The category risk of the Principal Retirement Sav Conservative fund (G) fund is Moderately High Risk. The fund charges 2.25 % as expense ratio.

    Principal Retirement Sav Conservative fund (G) Holdings

    The fund’s highest allocation is towards others and has invested 69.4% in this asset class.

    Principal Retirement Sav Conservative fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 2000 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 Conservative fund (G) 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 Liquid Fund TR INR

    Principal Retirement Sav Conservative fund (G) Review

    Principal Retirement Sav Conservative fund (G) 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 Conservative fund (G) 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.

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