| NAV: 24 Dec 2020 | ₹14.72 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹0.73Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 11.6% | 5.0% | 7.8% | 8.0% |
| Category average | 28.7% | 10.3% | 9.1% | NA |
| Rank with in category | 5 | 7 | 9 | NA |
Holdings (53)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 9.1% |
| Indian Oil Corpn. Ltd. | Energy | Equity | 6.6% |
| HDFC Bank Ltd. | Financial | Equity | 4.2% |
| Infosys Ltd. | Technology | Equity | 3.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.2% |
| ICICI Bank Ltd. | Financial | Equity | 2.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.9% |
Divi's Laboratories Ltd. | Healthcare | Equity | 1.7% |
| Bajaj Finance Ltd. | Financial | Equity | 1.7% |
Expense ratio, exit load and tax
Expense ratio: 1.44%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Ravi GopalakrishnanJul 2019 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Principal Retirement Savings Fund Moderate Plan Direct Growth?
You can easily invest in Principal Retirement Savings Fund Moderate Plan Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Principal Retirement Savings Fund Moderate Plan Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Principal Retirement Savings Fund Moderate Plan Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Principal Retirement Savings Fund Moderate Plan Direct Growth provide?
The Principal Retirement Savings Fund Moderate Plan Direct Growth has been there from 14 Dec 2015 and the average annual returns provided by this fund is 11.59% since its inception.
How much expense ratio is charged by Principal Retirement Savings Fund Moderate Plan Direct Growth?
The term
Expense Ratio used for Principal Retirement Savings Fund Moderate Plan Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Principal Retirement Savings Fund Moderate Plan Direct Growth is 1.44% as of 17 May 2022...
What is the AUM of Principal Retirement Savings Fund Moderate Plan Direct Growth?
The AUM, short for Assets Under Management of Principal Retirement Savings Fund Moderate Plan Direct Growth is ₹0.73Cr as of 17 May 2022.
How to Redeem Principal Retirement Savings Fund Moderate Plan Direct Growth?
If you want to sell your Principal Retirement Savings Fund Moderate Plan Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Principal Retirement Savings Fund Moderate Plan Direct Growth?
What is the NAV of Principal Retirement Savings Fund Moderate Plan Direct Growth?
The NAV of Principal Retirement Savings Fund Moderate Plan Direct Growth is ₹14.72 as of 24 Dec 2020.
