Principal Retirement Savings Fund Progressive Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 1.59
Expense Ratio
0.59%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 5000
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
13.3773
(-0.04 %)
NAV as on 2018-11-14
Returns
Fund
Principal Retirement Savings Fund Progressive Plan - Direct Plan
1 Year
-0.74%
3 Year
10.13%
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, Ground Floor, B Wing, NSE 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 Plan seeks to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs.
Suitability
This product is suitable for investors who are seeking
• Capital growth over a long term investment horizon
• Investment primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,987
Portfolio Value
-13
Total Returns