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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
PRPrincipal MF

Principal Retail Equity Savings Fund (10 Years)

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 100
NAV · 28 Feb 2014₹83.89+0.64%
AUM₹19 Crfrom this fund's primary plan
Expense Ratio2.69%
CAGR—
Exit Load1% on or before 30D
Min SIP₹2,000from this fund's primary plan
Launched1998

Investment Objective

To provide long term capital appreciation and regular income by investing in equity and equity related instruments and also in debt and money market instruments.

Fund Mandate

Debt & MMI20%–35%
Equity 65%–80%
Fund Managers
PM
P.V.K Mohan
Fund Manager
Key Information
2.69%
₹2,000from this fund's primary plan
₹5,000
1% on or before 30D
Nil
Inception07 Jan 1998
AMCPrincipal MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Principal Retail Equity Savings Fund (10 Years).

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.64%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.69%
1% on or before 30D
Nil
₹2,000from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme