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

Moderately High
3 yrs 3 monthsStarted on:14 Dec 2015
₹ 2.12 Cras on: 22 Feb 2019
Medium Horizon
2.06%
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)
3 Month0.15
1 YR1.07
2 YR4.16
3 YR6.81

SIP Returns

TenureReturns (CAGR)
2 YR1.65
3 YR3.71

Portfolio

Company Name% Assets
L&T Housing Finance Ltd. 90-D 04/02/20197.06
Multi Commodity Exchange India6.97
Dr. Reddy's Laboratories Ltd.6.41
Housing Development Finance Corpn. Ltd.5.23
Maruti Suzuki India Ltd.5.01
Tata Steel Ltd.4.77
Indiabulls Housing Finance Ltd.4.7
Axis Bank Ltd.4.64
Wipro Ltd.4.18
Sun TV Network Ltd.2.5

Top Sectoral Holdings

Sector Name% Assets
Financial6.92
FMCG3.11
Energy3.04
Construction2.4
Technology2.08
Healthcare1.83
Automobile1.26
Chemicals0.78
Metals0.64
Services0.52

Indicators

LabelValue
Standard Deviation3.2%
Beta0.62%
Sharpe Ratio0.09

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