| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 1.80% |
| NAV | ₹12.59 (10 Jul 2020) |
|---|---|
| Fund Started | 14 Dec 2015 |
| Fund Size | ₹1 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 8.7% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.3% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 5.2% |
| ITC Ltd. | FMCG | Equity | 4.5% |
| Axis Bank Ltd. | Financial | Equity | 4.4% |
| DLF Ltd. | Construction | Equity | 4.3% |
| JSW Steel Ltd. | Metals | Equity | 3.6% |
| Coal India Ltd. | Energy | Equity | 3.3% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 2.7% |
| Reliance Industries Ltd. | Energy | Equity | 2.5% |
Principal Retirement Savings Fund Conservative Plan Direct Growth is a Others Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 14 Dec 2015. Rajat Jain is the Current Fund Manager of Principal Retirement Savings Fund Conservative Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 10 Jul 2020 is ₹12.59.
The Principal Retirement Savings Fund Conservative Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000.
The objective of the Plan is to provide long term total return primarily by seeking income through investments made in debt/money market mutual funds with some exposure to equity mutual funds.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.