The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.
If redeemed on or before 1 Year from the date of allotment - 1%.
National Bank For Agriculture & Rural Development 23/05/2022 7.85%
Indian Railway Finance Corpn. Ltd. 08/11/2021 7.24%
ICICI Bank Ltd. 23/03/2020
Housing Development Finance Corpn. Ltd. 15/12/2020 8.70%
Top Sectoral Holdings
Portfolio turnover ratio
Ravi Gopalakrishnan,Bekxy Kuriakose
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.Prior to joining Principal Mutual Fund she has worked with L&T Mutual Fund, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services
Funds Performance By Ravi Gopalakrishnan,Bekxy Kuriakose