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

Moderately High
4 yrs 2 monthsStarted on:14 Dec 2015
₹ 0.65 Cras on: 20 Jan 2020
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)
YTD0.57
1 Month0.33
3 Month2.23
1 YR3.82
2 YR1.14
3 YR5.83

SIP Returns

TenureReturns (CAGR)
1 YR4.54
2 YR2.9
3 YR3.27

Portfolio

Company Name% Assets
Grasim Industries Ltd.8.6
Interglobe Aviation Ltd.6.17
ICICI Bank Ltd.5.75
Century Textiles & Inds. Ltd.4.42
HDFC Bank Ltd.4.08
Reliance Industries Ltd.2.9
State Bank of India2.2
Infosys Ltd.1.93
Tata Consultancy Services Ltd.1.87
Larsen & Toubro Ltd.1.68

Top Sectoral Holdings

Sector Name% Assets
Financial22.04
Technology4.84
FMCG4.6
Energy4.14
Construction3.22
Healthcare2.03
Services1.95
Automobile1.4
Communication1.2
Diversified0.71

Indicators

LabelValue
Standard Deviation5.71%
Beta0.66%
Sharpe Ratio0.09

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