Principal Asset Allocation Fund of Funds Conservative Plan (Hybrid, Debt-oriented)

Moderately High
2 yrs 7 monthsStarted on:14 Dec 2015
₹ 2.39 Cras on: 20 Jun 2018
Medium Horizon
0.58%
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
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Tenure

TenureReturns (CAGR)
YTD1.09
1 Month0.09
3 Month1.08
1 YR4.92
2 YR7.81

SIP Returns

TenureReturns (CAGR)
1 YR3.31
2 YR5.82

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial4.93
FMCG2.15
Technology1.5
Automobile1.49
Construction1.37
Energy1.37
Engineering0.61
Healthcare0.57
Chemicals0.52
Metals0.52

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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