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

Moderately High
2 yrs 7 monthsStarted on:14 Dec 2015
₹ 1.64 Cras on: 15 Jun 2018
Medium Horizon
0.91%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide capital appreciation and income generation to enable investors save over the long term towards their retirement savings goals, by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.54
1 YR8.12
2 YR13.95

SIP Returns

TenureReturns (CAGR)
1 YR2.73
2 YR9.59

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial21.2
FMCG9.14
Automobile6.92
Construction6.32
Energy6.3
Technology6.12
Engineering4.47
Services3.44
Chemicals3.09
Metals3.01

Indicators

LabelValue

P V K Mohan

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
Prior to joining Principal AMC he has worked with UTI AMC.

Other Funds Managed by P V K Mohan

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