Skip to main content
Scripbox Logo
fund-logo

Principal Retirement Sav Moderate fund (Growth)

Formerly Principal Asst A FoF-Moderate-Reg Gr
Returns (1yr)
-1.47 %
Latest NAV
12.51

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
fund icon
Long Term Wealth
Inflation Beating Returns

Fund Information

as on 10th of July, 07:04 PM

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

Fund Managers

  • profile-pic
    Ravi Gopalakrishnan
  • expense-ratio
    Expense Ratio
    2.25
    benchmark
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
  • Aum image
    AUM
    ₹ 0.63 Crores
    ISIN
    ISIN
    INF173K01MU8
  • Category Risk:

    Moderately High risk

Holding Information

as on 10th of July, 07:04 PM

Top Holding

Treps 01 Jul 2020
21%
Cash Offset For Derivatives
19%
Itc Ltd
10%
Future On Itc Ltd
10%
Future On Tata Motors Ltd
9%

Top Sectors

Financial Services
15%
Consumer Cyclical
14%
Consumer Defensive
13%
Technology
6%
Basic Materials
6%

Allocation

Others
51%
Equity
49%
Debt
0%

Investment Return Calculator

as on 10th of July, 07:04 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 10th of July, 07:04 PM
Minimum SIP Amount
2000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Principal Retirement Sav-Moderate-Regular Growth is a Fofs Domestic Other fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are Ravi Gopalakrishnan. 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 The fund charges 2.25000%. The minimum SIP amount for this is ₹2000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.