Principal Retirement Savings Fund Conservative Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
3.70%
3Y annualised
+0.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2020₹13.51
Min. SIP amountNot Supported
RatingNA
Fund size₹1.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.0%3.7%6.1%6.2%
Category average13.2%8.5%8.2%NA
Rank with in category353131NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
MetalsEquity7.51%
FinancialEquity6.35%
FinancialEquity6.28%
HealthcareEquity6.02%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity5.69%
FMCGEquity5.45%
FMCGEquity5.25%
EnergyEquity3.69%
FinancialEquity2.22%
EnergyEquity1.70%
See All

Expense ratio, exit load and tax

Expense ratio: 1.79%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
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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