Principal Asset Allocation Fund of Funds Aggressive Plan (Hybrid, Hybrid Others)

Moderately High
2 yrs 5 monthsStarted on:14 Dec 2015
₹ 1.57 Cras on: 20 Apr 2018
Medium Horizon
0.99%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Plan seeks to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.79
1 YR12.48
2 YR16.00

SIP Returns

TenureReturns (CAGR)
1 YR7.01
2 YR12.66

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial20.12
FMCG7.48
Automobile7.42
Energy7.32
Construction6.96
Technology5.7
Engineering3.94
Chemicals3.88
Healthcare3.09
Metals2.81

Indicators

LabelValue

Rajat Jain

Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.
Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.

Other Funds Managed by Rajat Jain

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