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

Moderately High
2 yrs 6 monthsStarted on:14 Dec 2015
₹ 1.16 Cras on: 22 May 2018
Medium Horizon
0.80%
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 and income through investments made in a basket of equity mutual funds, debt/money market mutual funds and Gold ETFs.

Exit Load

Nil

Scheme Documents

Similar Funds
BSL Financial Planning FOF - Conservative Plan
Return (CAGR) 8.30%
Crisil Ranking NA
Value Research NA
Axis Triple Advantage Fund
Return (CAGR) 8.31%
Crisil Ranking NA
Value Research NA
Principal Asset Allocation Fund of Funds Aggressive Plan
Return (CAGR) 12.89%
Crisil Ranking NA
Value Research NA
Franklin India Multi - Asset Solution Fund
Return (CAGR) 5.30%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
3 Month1.08
1 YR7.55
2 YR11.50

SIP Returns

TenureReturns (CAGR)
1 YR3.41
2 YR7.77

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial11.31
FMCG4.46
Automobile4
Energy3.83
Construction3.8
Technology3.5
Engineering2.08
Chemicals2
Healthcare1.78
Metals1.73

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

© CRISIL Limited 2017. All Rights Reserved