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

Moderately High
2 yrs 5 monthsStarted on:14 Dec 2015
₹ 2.48 Cras on: 20 Apr 2018
Medium Horizon
0.60%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Plan seeks to provide long term total return primarily by seeking income through investments made in debt/money market mutual funds with some exposure to equity mutual funds .

Exit Load

Nil
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Tenure

TenureReturns (CAGR)
YTD1.08
1 Month1.07
3 Month0.59
1 YR7.14
2 YR8.68

SIP Returns

TenureReturns (CAGR)
1 YR5.42
2 YR7.24

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial4.52
FMCG1.65
Automobile1.6
Energy1.58
Construction1.47
Technology1.35
Healthcare0.66
Chemicals0.56
Metals0.49
Engineering0.43

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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