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

Moderately High
3 yrs 5 monthsStarted on:14 Dec 2015
₹ 0.79 Cras on: 24 Apr 2019
Medium Horizon
1.89%
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

Similar Funds
ICICI Pru Advisor Series Passive Strategy Fund
Current NAV 67.08
Return (CAGR) 13.19%
Value Research NA
Franklin India Pension Fund
Current NAV 126.85
Return (CAGR) 12.19%
Value Research NA
UTI CCF Savings Plan Fund
Current NAV 23.11
Return (CAGR) 10.35%
Value Research NA
Axis Childrens Gift Compulsory Lock In Fund
Current NAV 13.06
Return (CAGR) 8.23%
Value Research NA

Tenure

TenureReturns (CAGR)
YTD2.47
1 Month0.93
3 Month2.99
1 YR1.82
2 YR5.39
3 YR8.27

SIP Returns

TenureReturns (CAGR)
1 YR4.22
2 YR3.51
3 YR5.48

Portfolio

Company Name% Assets
Dr. Reddy's Laboratories Ltd.8.84
Grasim Industries Ltd.8.18
Maruti Suzuki India Ltd.7.04
Reliance Industries Ltd. 89-D 20/05/20196.3
HDFC Bank Ltd.2.89
ICICI Bank Ltd.2.69
Reliance Industries Ltd.2.2
State Bank of India2.1
ITC Ltd.1.99
Tata Consultancy Services Ltd.1.78

Top Sectoral Holdings

Sector Name% Assets
Financial15.06
FMCG6.44
Energy5.1
Construction4.66
Technology3.8
Automobile2.96
Healthcare1.91
Services1.36
Chemicals1.24
Cons Durable1.19

Indicators

LabelValue
Standard Deviation5.76%
Beta0.65%
Sharpe Ratio0.43

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