Principal Retirement Savings Fund Moderate Plan Direct Growth+0.09%

1Groww
4.84%
1 Year Return
Others
FoF Domestic
1.0star
6M
1Y
3Y
All

Fund Details

Principal Retirement Savings Fund Moderate Plan Direct Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio1.50%
NAV13.33 (17 Jan 2020)
Fund Started14 Dec 2015
Fund Size1 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Retirement Savings Fund Moderate Plan Direct Growth
4.8%
6.6%
NA
7.3%
Category Average
7.5%
8.1%
7.2%
-
Rank within category
8
8
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Grasim Industries Ltd.ConstructionEquity8.6%
    Interglobe Aviation Ltd.ServicesEquity6.2%
    ICICI Bank Ltd.FinancialEquity5.8%
    Century Textiles & Inds. Ltd.DiversifiedEquity4.4%
    HDFC Bank Ltd.FinancialEquity4.1%
    Reliance Industries Ltd.EnergyEquity2.9%
    State Bank of IndiaFinancialEquity2.2%
    Infosys Ltd.TechnologyEquity1.9%
    Tata Consultancy Services Ltd.TechnologyEquity1.9%
    Larsen & Toubro Ltd.ConstructionEquity1.7%
    See All

    Fund Managers

    addP V K Mohan
    Education
    Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
    Experience
    Prior to joining Principal AMC he has worked with UTI AMC.
    Funds Managed
    addRavi Gopalakrishnan
    Education
    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
    Experience
    Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
    Funds Managed

    Other Details

    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
    Nil
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    25 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹2,000
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    + ₹20,000
    ONE TIME
    MONTHLY SIP
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