Formerly Principal Asst A FoF-Aggressive-Reg Gr
₹ 15.3751
NAV (Dec 23)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.3751
NAV (Dec 23)
Last 1Y | 10.2% |
Last 3Y | 3.3% |
Last 5Y | 8.5% |
Last 10Y | NA |
Since Inception | 8.7% |
6 Month CAGR | 26.3% |
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 | 2.26 |
Launched (9y ago) | Dec 14, 2015 |
AUM in Crores | 2.531 |
ISIN | INF173K01MW4 |
Lock-in | 5 |
Benchmark | IISL Nifty 200 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 19 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Principal Retirement Sav Progressive fund (Growth) | 9,00,761 | 1,68,149 | 8.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | |
---|---|---|
₹ 1 cr | ||
₹ 138 cr | ||
₹ 17 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
Principal Asset Management Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
21.9% | 24.8% | ||
3% | 5.5% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Retirement Sav Progressive fund (G) is a Fofs Domestic Other fund and has delivered an annualised return of 8.7% over a period of 8 years. The fund was previously known as Principal Asst A FoF-Aggressive-Reg Gr. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.
Nav of Principal Retirement Sav Progressive fund (G) as of 12/23/2020 is ₹15.38 with the total AUM as of 3/28/2024 is ₹2.531. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Retirement Sav Progressive 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 Progressive 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.
What is Principal Retirement Sav Progressive fund (G)?
How to invest in Principal Retirement Sav Progressive fund (G)?
You can invest in Principal Retirement Sav Progressive 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 Progressive fund (G)?
The minimum sip amount for Principal Retirement Sav Progressive fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Principal Retirement Sav Progressive fund (G) good to invest in?
As per Scripbox experts, Principal Retirement Sav Progressive fund (G) is a Not Reviewed Yet fund. You can investPrincipal Retirement Sav Progressive 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 Progressive fund (G)?
The expense ratio of the Principal Retirement Sav Progressive fund (G) is 2.26% for regular plan.