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  • Principal Mutual Fund
  • Principal Retirement Sav Conservative fund (Growth)

Formerly Principal Asst-A FoF-Conservative-Reg Gr

Principal Mutual Fund

Principal Retirement Sav Conservative fund (Growth)

OtherFofs Domestic

13.1627

NAV (Dec 23)

5.5%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years.

Relative Size

2 Cr.

Category View

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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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Historical 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%

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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

Expense Ratio

2.25

Launched (7y ago)

Dec 14, 2015

AUM in Crores

1.259

ISIN

INF173K01MS2

Lock-in

5

Benchmark

CRISIL Liquid Fund TR INR

SIP Minimum

2000

Lumpsum Min.

5000

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 222 cr

0

₹ 13 cr

0

₹ 5 cr

0

₹ 15 cr

0

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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.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.9%

    24.8%

    22%

    24.8%

    22%

    24.8%

    16.8%

    19%

    -

    37%

    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
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    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 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. The fund manager’s name is null.

    Nav of Principal Retirement Sav Conservative fund (G) as of 23/12/2020 is ₹13.16 with the total AUM as of 21/01/2022 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 ₹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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

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