• right-arrow
  • Mutual Funds
    right-arrow
  • Principal Mutual Fund
    right-arrow
  • 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 ->

Track Record

3 Years.

Relative Size

3 Cr.

Category View

.

Consistency Of Performance

.

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

chart-amc-about

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
info-icon-blue

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High Risk

Expense Ratio
2.26
Launched (3y 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
user-avatar

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 182 cr

0

₹ 14 cr

0

₹ 874 cr

0

₹ 6 cr

0

amc-icon

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 9,397 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.

amc-img

  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    25.2%

    16.4%

    top-ranked-badge

    24.7%

    25.3%

    top-ranked-badge

    4.6%

    6.5%

    top-ranked-badge

    20.7%

    13.6%

    top-ranked-badge

    20.6%

    16.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Principal Retrmnt Sav Progressive fund (RIDCW-A)

    About Principal Retrmnt Sav Progressive fund (RIDCW-A)

    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

    Principal Retrmnt Sav Progressive fund (RIDCW-A) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Principal Retrmnt Sav Progressive fund (RIDCW-A) NAV,AUM,Risk

    The Principal Retrmnt Sav Progressive fund (RIDCW-A) fund was launched on Oct 22, 2018. The NAV (Net Asset Value) of this Fofs Domestic Other fund as of 2018-12-10 is ₹12.95. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹2.531. The category risk of the Principal Retrmnt Sav Progressive fund (RIDCW-A) fund is Moderately High Risk. The fund charges 2.26 % as expense ratio.

    Principal Retrmnt Sav Progressive fund (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 89.1% in this asset class. The top three holdings of the fund are

    Principal Retrmnt Sav Progressive fund (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.