Principal Retirement Sav-Conservative-Direct

Scheme Type
Open-ended
Scheme Category
Fund of Funds
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 2.26
Expense Ratio
1.15%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
12.3376
(-0.14 %)
NAV as on 2019-01-23
Returns
Fund
Principal Retirement Sav-Conservative-Direct
1 Year
1.09%
3 Year
7.3%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the scheme is to provide capital appreciation and income generation to enable investors save over the long term towards their retirement savings goals, by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved
Suitability
This product is suitable for investors who are seeking
• Income and Capital growth over a long term investment horizon
• Investment primarily in debt/money market mutual funds with some exposure to equity mutual funds
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,019
Portfolio Value
19
Total Returns