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Principal Retirement Savings Fund Moderate Plan Regular Growth

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

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 terms

Holdings (53)

NameSectorInstrumentAssets
ITC Ltd.FMCGEquity9.1%
Indian Oil Corpn. Ltd.EnergyEquity6.6%
HDFC Bank Ltd.FinancialEquity4.2%
Infosys Ltd.TechnologyEquity3.3%
Reliance Industries Ltd.EnergyEquity3.2%
ICICI Bank Ltd.FinancialEquity2.4%
Housing Development Finance Corpn. Ltd.FinancialEquity2.0%
Kotak Mahindra Bank Ltd.FinancialEquity1.9%
Divi's Laboratories Ltd.
HealthcareEquity1.7%
Bajaj Finance Ltd.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 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.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Ravi Gopalakrishnan
Jul 2019 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Principal Retirement Savings Fund Moderate Plan Regular Growth?

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:

  • Log on to your Groww account
  • Search for Principal Retirement Savings Fund Moderate Plan Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Principal Retirement Savings Fund Moderate Plan Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Retirement Savings Fund Moderate Plan Regular Growth provide?

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.

How much expense ratio is charged by Principal Retirement Savings Fund Moderate Plan Regular Growth?

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...

What is the AUM of Principal Retirement Savings Fund Moderate Plan Regular Growth?

The AUM, short for Assets Under Management of Principal Retirement Savings Fund Moderate Plan Regular Growth is ₹0.73Cr as of 19 May 2022.

How to Redeem Principal Retirement Savings Fund Moderate Plan Regular Growth?

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.

Can I invest in SIP and Lump Sum of Principal Retirement Savings Fund Moderate Plan Regular Growth?

You can select either SIP or Lumpsum investment of Principal Retirement Savings Fund Moderate Plan Regular Growth based on your investment objective and risk tolerance.

What is the NAV of Principal Retirement Savings Fund Moderate Plan Regular Growth?

The NAV of Principal Retirement Savings Fund Moderate Plan Regular Growth is ₹14.24 as of 24 Dec 2020.

What is the PE and PB ratio of Principal Retirement Savings Fund Moderate Plan Regular Growth?

The PE ratio ratio of Principal Retirement Savings Fund Moderate Plan Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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