Principal Retirement Savings Fund Moderate Plan Direct Growth is a Others Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 14 Dec 2015. Rajat Jain is the Current Fund Manager of Principal Retirement Savings Fund Moderate Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 17 Jan 2020 is ₹13.33.
The Principal Retirement Savings Fund Moderate Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 2000. Minimum Lumpsum Investment is 5000. Nil.
Investment Objective
The objective of the Plan is to provide long term total return by seeking capital appreciation and income through investments made in a basket of equity mutual funds, debt/money market mutual funds and Gold ETFs.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment