| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 2.25% |
| NAV | ₹12.48 (14 Aug 2020) |
|---|---|
| Fund Started | 14 Dec 2015 |
| Fund Size | ₹1 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 9.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.3% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 6.1% |
| ITC Ltd. | FMCG | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 5.0% |
| JSW Steel Ltd. | Metals | Equity | 4.9% |
| Axis Bank Ltd. | Financial | Equity | 4.6% |
| Coal India Ltd. | Energy | Equity | 4.0% |
| Reliance Industries Ltd. | Energy | Equity | 2.6% |
| HDFC Bank Ltd. | Financial | Equity | 2.0% |
Principal Retirement Savings Fund Conservative Plan Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 14 Aug 2020 is ₹12.48.
The Principal Retirement Savings Fund Conservative Plan Regular 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.