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  • Principal Retrmnt Sav Progressive fund (RIDCW-A)
Principal Mutual Fund

Principal Retrmnt Sav Progressive fund (RIDCW-A)

OtherFofs Domestic

12.9458

NAV (Dec 10)

2.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 3 Cr

Outperformance Consistency

View all 7 analysis

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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

12.9458

NAV (Dec 10)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

2.4%

6 Month CAGR

NA

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

2.26

Launched (4y ago)

Oct 22, 2018

AUM in Crores

2.531

ISIN

INF173K01NT8

Lock-in

5

Benchmark

IISL Nifty 200 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2018-12-10

Top Stock Holdings

See all holdings

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 171 cr

₹ 13 cr

₹ 2,553 cr

₹ 5 cr

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

  • 022-67720555
  • customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.9%

    24.8%

    22%

    24.8%

    22%

    24.8%

    16.8%

    19%

    -

    37%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Principal Retrmnt Sav Progressive fund (RIDCW-A) Review

    Principal Retrmnt Sav Progressive fund (RIDCW-A) is a Fofs Domestic Other fund and has delivered an annualised return of 2.4% over a period of 3 years. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

    Nav of Principal Retrmnt Sav Progressive fund (RIDCW-A) as of 12/10/2018 is ₹12.95 with the total AUM as of 8/6/2022 is ₹2.531. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Retrmnt Sav Progressive fund (RIDCW-A) was launched on Oct 22, 2018. The category risk of the fund is Moderately High Risk.

    The minimum SIP amount for Principal Retrmnt Sav Progressive fund (RIDCW-A) 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 Retrmnt Sav Progressive fund (RIDCW-A)?

    Principal Retrmnt Sav Progressive fund (RIDCW-A) is a Fofs Domestic Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in Principal Retrmnt Sav Progressive fund (RIDCW-A)?

    You can invest in Principal Retrmnt Sav Progressive fund (RIDCW-A) 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 Retrmnt Sav Progressive fund (RIDCW-A)?

    The minimum sip amount for Principal Retrmnt Sav Progressive fund (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is Principal Retrmnt Sav Progressive fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Principal Retrmnt Sav Progressive fund (RIDCW-A) is a Not Reviewed Yet fund. You can investPrincipal Retrmnt Sav Progressive fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Principal Retrmnt Sav Progressive fund (RIDCW-A)?

    The expense ratio of the Principal Retrmnt Sav Progressive fund (RIDCW-A) is 2.26% for regular plan.