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

Moderately High
3 yrs 3 monthsStarted on:14 Dec 2015
₹ 0.77 Cras on: 22 Feb 2019
Medium Horizon
1.92%
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)
2 YR4.71
3 YR8.18

SIP Returns

TenureReturns (CAGR)
2 YR0.43
3 YR3.75

Portfolio

Company Name% Assets
Dr. Reddy's Laboratories Ltd.8.79
Maruti Suzuki India Ltd.7.12
Grasim Industries Ltd.6.99
L&T Housing Finance Ltd. 90-D 04/02/20196.46
HDFC Bank Ltd.2.63
ICICI Bank Ltd.2.49
Reliance Industries Ltd.2.01
ITC Ltd.1.9
Tata Consultancy Services Ltd.1.82
State Bank of India1.48

Top Sectoral Holdings

Sector Name% Assets
Financial12.84
FMCG6.55
Energy4.75
Construction4.2
Technology3.83
Automobile2.93
Healthcare2.65
Chemicals1.32
Services1.26
Cons Durable0.99

Indicators

LabelValue
Standard Deviation6.09%
Beta0.47%
Sharpe Ratio0.22

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