PRINCIPAL RETIREMENT SAVINGS FUND PROGRESSIVE PLAN - REGULAR SUB PLAN GROWTH
15.51
0.0
as on 03-Jan-2025
SOLUTION ORIENTED
| RETIREMENT
NA
1 YEAR RETURNS
4.04
3 YEAR RETURNS
8.87
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
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 | 30.12 | 23.7 | 20.45 | 23.25 | Buy |
| HDFC RETIREMENT SAVINGS FUND - EQUITY PLAN - REGULAR - GROWTH | 5 | 49.53 | 18.5 | 19.5 | 23.47 | Buy |
| SBI RETIREMENT BENEFIT FUND CONSERVATIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 15.01 | 9.6 | 9.81 | NA | Buy |
| SBI RETIREMENT BENEFIT FUND AGGRESSIVE HYBRID PLAN - REGULAR PLAN GROWTH | 4 | 18.25 | 11.17 | 13.29 | NA | Buy |
| HDFC RETIREMENT SAVINGS FUND - HYBRID DEBT PLAN - REGULAR - GROWTH | 4 | 20.9 | 9.98 | 8.21 | 8.72 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | TREPS | 34.4 |
| 2 | ICICI Bank Ltd | 4.92 |
| 3 | HDFC Bank Ltd | 4.74 |
| 4 | Reliance Industries Ltd | 4.02 |
| 5 | Tata Consultancy Services Ltd | 2.57 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 34.41 |
| 2 | Banks - Private Sector | 11.51 |
| 3 | Computers - Software - Large | 6.41 |
| 4 | Banks | 4.74 |
| 5 | Refineries | 4.02 |