principal retirement savings fund moderate (Hybrid, Hybrid Balanced Hybrid)

Moderately High
2 yrs 9 monthsStarted on:14 Dec 2015
₹ 1.15 Cras on: 14 Aug 2018
Medium Horizon
0.72%
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)
YTD0.70
1 Month1.82
3 Month0.44
1 YR5.66
2 YR8.57

SIP Returns

TenureReturns (CAGR)
1 YR3.89
2 YR7.02

Portfolio

Company Name% Assets
Hindustan Petroleum Corpn. Ltd.7.78
Wipro Ltd.5.75
Indiabulls Housing Finance Ltd.5.62
Tata Steel Ltd.5.18
Dr. Reddy's Laboratories Ltd.4.61
HDFC Bank Ltd.2.19
Reliance Industries Ltd.1.94
ITC Ltd.1.53
Tata Consultancy Services Ltd.1.46
State Bank of India1.39

Top Sectoral Holdings

Sector Name% Assets
Financial10.77
FMCG5.26
Construction4.44
Energy4.04
Technology3.07
Automobile2.97
Chemicals2.1
Healthcare1.68
Metals1.35
Services1.33

Indicators

LabelValue

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

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