Principal Retirement Savings Fund Moderate Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
4.96%
3Y annualised
+0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2020₹14.72
Min. SIP amountNot Supported
RatingNA
Fund size₹0.73Cr

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 returns11.6%5.0%7.8%8.0%
Category average18.9%10.8%10.1%NA
Rank with in category579NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
FMCGEquity9.12%
EnergyEquity6.62%
FinancialEquity4.20%
TechnologyEquity3.25%
EnergyEquity3.23%
FinancialEquity2.44%
FinancialEquity1.98%
FinancialEquity1.91%
Divi's Laboratories Ltd.
HealthcareEquity1.73%
FinancialEquity1.69%
See All

Expense ratio, exit load and tax

Expense ratio: 1.44%

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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