• Mutual Funds
  • Principal Mutual Fund
  • Principal Retirement Sav Moderate fund (Growth)

Formerly Principal Asst A FoF-Moderate-Reg Gr

Principal Mutual Fund

Principal Retirement Sav Moderate fund (Growth)

OtherFofs Domestic

14.1618

NAV (Dec 23)

6.9%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.1618

NAV (Dec 23)

Fund Returns

Last 1Y
9.1%
Last 3Y
3.9%
Last 5Y
6.9%
Last 10Y
NA
Since Inception
7%
6 Month CAGR
14.4%

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 (9y ago)
Dec 14, 2015
AUM in Crores
0.728
ISIN
INF173K01MU8
Lock-in
5
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
9.6
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Retirement Sav Moderate fund (Growth)70%8,65,512 1,32,9006.9%
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.

Asset allocation and Holdings

Last updated on 2020-12-23

Top Stock Holdings

See all holdings

Comparison with Other Funds

Fund NameFund Size
ICICI Prudential Debt Management Fund FOF (G)
ICICI Prudential Debt Management Fund FOF (G)

₹ 135 cr

₹ 1 cr

₹ 18 cr

₹ 6 cr

₹ 13 cr

amc-img

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.amc-img
phone-img022-67720555
Fund NameScripbox Opinion
Till Date CAGR

21.9%

24.8%

3%

5.5%

16.8%

19%

3.3%

8.7%

3.9%

7%

Principal Retirement Sav Moderate fund (G) Review

Principal Retirement Sav Moderate fund (G) is a Fofs Domestic Other fund and has delivered an annualised return of 7% over a period of 8 years. The fund was previously known as Principal Asst A FoF-Moderate-Reg Gr. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

Nav of Principal Retirement Sav Moderate fund (G) as of 12/23/2020 is ₹14.16 with the total AUM as of 4/20/2024 is ₹0.728. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Retirement Sav Moderate 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 Moderate 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 Moderate fund (G)?

Principal Retirement Sav Moderate fund (G) is a Fofs Domestic Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

How to invest in Principal Retirement Sav Moderate fund (G)?

You can invest in Principal Retirement Sav Moderate 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 Moderate fund (G)?

The minimum sip amount for Principal Retirement Sav Moderate fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Principal Retirement Sav Moderate fund (G) good to invest in?

As per Scripbox experts, Principal Retirement Sav Moderate fund (G) is a Not Reviewed Yet fund. You can investPrincipal Retirement Sav Moderate 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 Moderate fund (G)?

The expense ratio of the Principal Retirement Sav Moderate fund (G) is 2.25% for regular plan.