| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 1.50% |
| NAV | ₹13.52 (30 Oct 2020) |
|---|---|
| Fund Started | 14 Dec 2015 |
| Fund Size | ₹1 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 8.7% |
| Indian Oil Corpn. Ltd. | Energy | Equity | 6.2% |
| Reliance Industries Ltd. | Energy | Equity | 5.1% |
| HDFC Bank Ltd. | Financial | Equity | 3.8% |
| Infosys Ltd. | Technology | Equity | 3.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.4% |
| ICICI Bank Ltd. | Financial | Equity | 2.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 1.6% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.6% |
| Hindustan Unilever Ltd. | FMCG | Equity | 1.5% |
Principal Retirement Savings Fund Moderate 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 Moderate Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 30 Oct 2020 is ₹13.52.
The Principal Retirement Savings Fund Moderate Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000.
The scheme seeks 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.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.