NAV: 24 Dec 2020 | ₹14.24 |
Min. SIP amount | NA |
Rating | NA |
Fund size | ₹0.73Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 10.7% | 4.3% | 7.1% | 7.3% |
Category average | 28.7% | 10.3% | 9.1% | NA |
Rank with in category | 6 | 8 | 9 | NA |
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% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
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.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Principal Retirement Savings Fund Moderate Plan Regular 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:
The Principal Retirement Savings Fund Moderate Plan Regular Growth has been there from 14 Dec 2015 and the average annual returns provided by this fund is 10.72% since its inception.
The term
Expense Ratio used for Principal Retirement Savings Fund Moderate Plan Regular 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 Regular Growth is 2.25% as of 19 May 2022...
The AUM, short for Assets Under Management of Principal Retirement Savings Fund Moderate Plan Regular Growth is ₹0.73Cr as of 19 May 2022.
If you want to sell your Principal Retirement Savings Fund Moderate Plan Regular 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.
The NAV of Principal Retirement Savings Fund Moderate Plan Regular Growth is ₹14.24 as of 24 Dec 2020.