Principal Retirement Savings Fund Conservative (Hybrid, Hybrid Conservative Hybri)

Moderately High
3 yrs 8 monthsStarted on:14 Dec 2015
₹ 1.35 Cras on: 22 Jul 2019
Medium Horizon
2.25%
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)
YTD1.16
1 YR1.90
2 YR2.72
3 YR5.10

SIP Returns

TenureReturns (CAGR)
1 YR1.04
2 YR1.73
3 YR3.17

Portfolio

Company Name% Assets
Tata Steel Ltd.8.91
Axis Bank Ltd.7.81
Maruti Suzuki India Ltd.7.26
Larsen & Toubro Ltd.5.93
Dr. Reddy's Laboratories Ltd.4.72
JSW Steel Ltd.4.1
Sun TV Network Ltd.3.74
Indiabulls Housing Finance Ltd.3.6
Reliance Industries Ltd.1.93
HDFC Bank Ltd.1.77

Top Sectoral Holdings

Sector Name% Assets
Financial9.29
Energy3.7
FMCG3.41
Construction2.86
Technology2.52
Metals1.97
Healthcare1.61
Automobile0.76
Services0.66
Chemicals0.65

Indicators

LabelValue
Standard Deviation3.1%
Beta0.67%

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