PRINCIPAL RETIREMENT SAVINGS FUND MODERATE PLAN - REGULAR SUB PLAN GROWTH
14.24
0.0
as on 01-May-2025
SOLUTION ORIENTED
| RETIREMENT
NA
1 YEAR RETURNS
4.36
3 YEAR RETURNS
7.12
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 | 29.38 | 4.11 | 17.5 | 31.38 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 48.75 | 5.28 | 17.48 | 30.41 | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE PLAN - REGULAR PLAN GROWTH | 4 | 18.97 | 1.83 | 12.16 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 15.22 | 7.52 | 9.89 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 17.87 | 3.44 | 11.13 | NA | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | TREPS | 24.07 |
| 2 | Dr Reddys Laboratories Ltd | 9.8 |
| 3 | Grasim Industries Ltd | 8.12 |
| 4 | Coal India Ltd | 7.17 |
| 5 | Net CA & Others | 5.59 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 31.06 |
| 2 | Pharmaceuticals - Indian - Bulk Drugs & Formln | 10.92 |
| 3 | Textiles - Manmade | 8.12 |
| 4 | Banks - Private Sector | 7.79 |
| 5 | Mining / Minerals / Metals | 7.17 |