Principal Retirement SF - Conservative (G)

Principal Retirement SF - Conservative (G)

AMC Name: PRINCIPAL Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Ravi Gopalakrishna
Fund Horizon OPEN
Inception Date 14-Dec-2015
Scheme AUM(CR) ` 1.33
Minimum SIP/LUMPSUM ` 2000/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,15,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.25

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -1.60% -4.14%
3 Month -1.90% -6.44%
6 Month 0.30% 0.49%
1 Year -1.75% -5.21%
3 Year 4.14% 9.30%
5 Year 0.00% 7.86%
Since Inception 5.40% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others