Principal Retirement Savings Fund Moderate (Hybrid, Hybrid Balanced Hybrid)

Moderately High
3 yrs 12 monthsStarted on:14 Dec 2015
₹ 0.71 Cras on: 20 Nov 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)
YTD2.70
1 Month1.18
3 Month3.41
1 YR3.46
2 YR1.69
3 YR5.92

SIP Returns

TenureReturns (CAGR)
1 YR3.47
2 YR2.14
3 YR3.26

Portfolio

Company Name% Assets
Dr. Reddy's Laboratories Ltd.9.8
Grasim Industries Ltd.8.12
Coal India Ltd.7.17
HDFC Bank Ltd.3.85
ICICI Bank Ltd.3.54
State Bank of India2.27
Reliance Industries Ltd.2.1
ITC Ltd.1.91
Tata Consultancy Services Ltd.1.79
Larsen & Toubro Ltd.1.74

Top Sectoral Holdings

Sector Name% Assets
Financial17.91
FMCG7.34
Energy4.83
Technology4.14
Construction3.28
Healthcare2.25
Services1.47
Automobile1.22
Communication1.18
Cons Durable0.89

Indicators

LabelValue
Standard Deviation5.89%
Beta0.66%

Ravi Gopalakrishnan

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
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.

Other Funds Managed by Ravi Gopalakrishnan