PRINCIPAL RETIREMENT SAVINGS FUND CONSERVATIVE PLAN - DIRECT PLAN SUB PLAN GROWTH
13.51
0.0
as on 20-Mar-2025
SOLUTION ORIENTED
| RETIREMENT
NA
1 YEAR RETURNS
3.7
3 YEAR RETURNS
6.08
5 YEAR RETURNS
5000.0
Minimum Investment2000.0
Minimum SIP Investment1000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH | 5 | 27.95 | 9.95 | 17.88 | 30.43 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 46.01 | 7.71 | 17.66 | 29.45 | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE PLAN - REGULAR PLAN GROWTH | 4 | 18.3 | 5.62 | 12.6 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 14.78 | 7.11 | 9.31 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 17.31 | 6.53 | 11.39 | NA | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | TREPS | 17.77 |
| 2 | Net CA & Others | 13.25 |
| 3 | ITC Ltd | 9.86 |
| 4 | Axis Bank Ltd | 6.91 |
| 5 | Tata Steel Ltd | 6.53 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 31.73 |
| 2 | Banks - Private Sector | 9.96 |
| 3 | Cigarettes | 9.86 |
| 4 | Steel - Large | 9.81 |
| 5 | Banks | 6.16 |