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

Moderately High
3 yrs 7 monthsStarted on:14 Dec 2015
₹ 1.44 Cras on: 14 Jun 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)
YTD2.08
1 Month1.70
3 Month1.12
1 YR2.32
2 YR3.82
3 YR6.17

SIP Returns

TenureReturns (CAGR)
1 YR3.52
2 YR3.03
3 YR4.17

Portfolio

Company Name% Assets
Indiabulls Housing Finance Ltd.8.18
Tata Steel Ltd.8.07
Axis Bank Ltd.7.31
Maruti Suzuki India Ltd.7.15
Larsen & Toubro Ltd.5.56
Dr. Reddy's Laboratories Ltd.4.64
Sun TV Network Ltd.3.81
Reliance Industries Ltd.1.92
HDFC Bank Ltd.1.65
State Bank of India1.43

Top Sectoral Holdings

Sector Name% Assets
Financial8.68
Energy3.54
FMCG3.25
Construction2.74
Technology2.36
Metals1.65
Healthcare1.49
Automobile0.79
Chemicals0.66
Services0.62

Indicators

LabelValue
Standard Deviation3.07%
Beta0.66%
Sharpe Ratio0.05

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