• Home
  • Mutual Funds
  • Principal Retirement Savings Fund - Progressive Plan Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹2000 & Lump. ₹5000

AUM (Fund size)

₹3 Cr

Lock In Period

5 Years

Expense Ratio

2.25

Benchmark

Nifty 200 Total Return

Exit Load

Nil

Summary

Latest details for Principal Retirement Savings Fund - Progressive Plan Growth include a ₹15.5138 NAV as of Dec 24,2020 and returns since inception of 12.66%. Minimum investments start at SIP ₹2000. The Principal Retirement Savings Fund - Progressive Plan Growth AUM is ₹3 Cr, with a lock-in of 5 Years years, expense ratio of 2.25%, and benchmark Nifty 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.10% returns, against a category average of 1.70% and a category best of 26.22%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.101.7026.22
6M29.221.7344.65
1Y12.906.03115.05
3Y4.0515.74243.90

Portfolio Analysis

  • Equity: 89.05%
  • Debt: 10.95%
  • Others
As on: 2020-11-30
View allocation % by

1. HDFC Bank Ltd.8.10%
2. ICICI Bank Ltd.4.29%
3. Housing Development Finance Corporation Ltd.3.53%
4. Kotak Mahindra Bank Ltd.2.98%
5. Bajaj Finance Ltd.2.85%
6. Axis Bank Ltd.1.86%
7. Max Financial Services Ltd.1.40%
8. Can Fin Homes Ltd.1.38%
9. State Bank of India1.35%
10. SBI Life Insurance Company Ltd.1.27%
11. SBI Cards & Payment Services Ltd.0.95%
12. Bajaj Finserv Ltd.0.87%

1. Infosys Ltd.5.72%
2. Tata Consultancy Services Ltd.3.36%
3. Coforge Ltd.1.06%

1. Divi's Laboratories Ltd.2.46%
2. Abbott India Ltd.1.46%
3. Rossari Biotech Ltd.1.26%
4. Alkem Laboratories Ltd.0.74%
5. Natco Pharma Ltd.0.55%

1. Maruti Suzuki India Ltd.1.72%
2. Balkrishna Industries Ltd.1.42%
3. Mahindra & Mahindra Ltd.1.10%
4. CEAT Ltd.1.06%
5. Motherson Sumi Systems Ltd.0.98%

1. Reliance Industries Ltd.6.26%

1. JK Cement Ltd.1.35%
2. Ultratech Cement Ltd.1.33%
3. Shree Cement Ltd.0.86%

1. Dixon Technologies (India) Ltd.2.16%
2. Whirlpool of India Ltd.0.88%

1. Larsen & Toubro Ltd.2.59%

1. Orient Electric Ltd.1.35%
2. Timken India Ltd.1.09%

1. PI Industries Ltd.1.08%
2. Bayer Cropscience Ltd.0.90%

1. Hindustan Unilever Ltd.1.22%
2. Dabur India Ltd.0.75%

1. Relaxo Footwears Ltd.1.16%
2. SRF Ltd.0.81%

1. Atul Ltd.1.02%
2. Aarti Industries Ltd.0.84%

1. Bharti Airtel Ltd.1.33%

1. Avenue Supermarts Ltd.1.32%

1. TCI Express Ltd.1.24%

1. Astral Poly Technik Ltd.1.14%

1. ITC Ltd.1.07%

About Fund

Principal Retirement Savings Fund - Progressive Plan Growth managed by Principal Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹3 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 2.25. Under the expert guidance of Ravi Gopalakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ravi Gopalakrishnan

Mr. Ravi holds MBA (Finance), MS (Finance). He has over 20 years experience. Executive Director & CIO - Equities with Pramerica Asset Managers Private Limited (September 2009 to August 2012). Portfolio Advisor with Hudson Fairfax Group, USA (March 2006 to January 2009). Head - Portfolio Management Services with Principal PNB Asset Management Company Private Limited (May 2005 to March 2006). Fund Manager - Equities with Sun F & C asset management Ltd. (April 2000 to May 2004).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundPrincipal Retirement Savings Fund - Progressive Plan Growth02.53 CR2.25
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth55987.35 CR0.58
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth51769.37 CR2.36
Fund Name1Y3Y
This FundPrincipal Retirement Savings Fund - Progressive Plan Growth12.895812.6621
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth71.1317168.7078
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth113.5981237.1944

FAQs

Principal Retirement Savings Fund - Progressive Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Principal Retirement Savings Fund - Progressive Plan Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Principal Retirement Savings Fund - Progressive Plan Growth’s fund performance is as follows:
  • 1 Month : 4.10%
  • 6 Months : 29.22%
  • 1 Year : 12.90%
  • 3 Years : 4.05%
Returns of Principal Retirement Savings Fund - Progressive Plan Growth are updated daily based on NAV of ₹ 15.5138 as on Dec 24,2020. Since inception, the return has been 12.66%.

You can invest in Principal Retirement Savings Fund - Progressive Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Principal Retirement Savings Fund - Progressive Plan Growth is ₹3 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Principal Retirement Savings Fund - Progressive Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500