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PRINCIPAL RETIREMENT SAVINGS FUND MODERATE PLAN - REGULAR SUB PLAN GROWTH

14.24
0.0 as on 15-Jul-2024
SOLUTION ORIENTED | RETIREMENT

NA

1 YEAR RETURNS

4.36

3 YEAR RETURNS

7.12

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

2000.0

Minimum SIP Investment

1000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH 5 49.71 38.48 23.05 23.03 Buy
ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH 5 30.32 52.83 30.86 23.83 Buy
ICICI PRUDENTIAL RETIREMENT FUND HYBRID AGGRESSIVE PLAN GROWTH 4 24.77 46.53 22.57 18.93 Buy
SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH 4 14.95 17.26 11.72 NA Buy
SBI RETIREMENT BENEFIT FUND CONSERVATIVE PLAN - REGULAR PLAN GROWTH 4 13.44 12.06 8.81 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