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Principal Retirement Savings Fund-Mod (G)

Scheme Information

2019-08-03

Asset Management Company (AMC) Principal Asset Management Company Private Limited
Asset Class Type Other
Inception Date Dec 14, 2015
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
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.
Fund Manager Ravi Gopalakrishnan
AUM (In Crores) 0.74
Allocation
Equity: 66.2391%
Others: 33.7609%
Equity: 68.1793%
Others: 31.8207%
Debt: 0.8387%
Equity: 68.7936%
Others: 30.3677%
Debt: 0.9013%
Equity: 68.1537%
Others: 30.945%
Debt: 0.9129%
Equity: 67.4913%
Others: 31.5958%
Debt: 0.892%
Equity: 66.5285%
Others: 32.5795%
Debt: 7.6933%
Equity: 66.6064%
Others: 25.7003%
Debt: 7.7549%
Equity: 65.6844%
Others: 26.5607%
Debt: 1.298%
Equity: 65.7532%
Others: 32.9487%
Debt: 7.5534%
Equity: 68.6801%
Others: 23.7665%
Debt: 8.6177%
Equity: 65.455%
Others: 25.9273%
Debt: 1.2138%
Equity: 66.0741%
Others: 32.7121%
Debt: 1.3567%
Equity: 69.4885%
Others: 29.1548%
Minimum Investment Amount First Investment: 5000
Expense Ratio 2.25

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 (link provided) before taking any Investment action based on this information.