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Principal Retirement Savings Fund Moderate Plan Regular Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock Inlock
4.34%
3Y annualised
+0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2020₹14.24
Min. SIP amountNA
Rating1star
Fund size₹0.73 Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.7%4.3%7.1%7.3%
Category average28.7%10.3%9.1%NA
Rank with in category689NA
Understand termsinfo

Holdings (53)

NameSectorInstrumentAssets
FMCGEquity9.1%
EnergyEquity6.6%
FinancialEquity4.2%
TechnologyEquity3.3%
EnergyEquity3.2%
FinancialEquity2.4%
FinancialEquity2.0%
FinancialEquity1.9%
Divi's Laboratories Ltd.
HealthcareEquity1.7%
FinancialEquity1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 2.25%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

P V K Mohan
Jun 2018 - Present
View details
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Ravi Gopalakrishnan
Jul 2019 - Present
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Fund house & investment objective

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Fund house contact details

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