| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 2.25% |
| NAV | ₹12.49 (13 Jul 2020) |
|---|---|
| Fund Started | 14 Dec 2015 |
| Fund Size | ₹1 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 8.3% |
| Tata Motors Ltd. | Automobile | Equity | 6.0% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 5.0% |
| Reliance Industries Ltd. | Energy | Equity | 4.0% |
| HDFC Bank Ltd. | Financial | Equity | 3.8% |
| Bank Of Baroda | Financial | Equity | 3.4% |
| Infosys Ltd. | Technology | Equity | 2.4% |
| ICICI Bank Ltd. | Financial | Equity | 2.4% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.1% |
| Bharti Airtel Ltd. | Communication | Equity | 1.9% |
Principal Retirement Savings Fund Moderate Plan Regular Growth is a Others Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 14 Dec 2015. Rajat Jain is the Current Fund Manager of Principal Retirement Savings Fund Moderate Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1 Cr and the Latest NAV as of 13 Jul 2020 is ₹12.49.
The Principal Retirement Savings Fund Moderate Plan Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000.
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.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.