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

Moderately High
3 yrs 8 monthsStarted on:14 Dec 2015
₹ 0.74 Cras on: 22 Jul 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)
YTD0.97
1 YR1.89
2 YR2.48
3 YR5.93

SIP Returns

TenureReturns (CAGR)
2 YR0.87
3 YR3.16

Portfolio

Company Name% Assets
Grasim Industries Ltd.9.3
Dr. Reddy's Laboratories Ltd.8.65
Maruti Suzuki India Ltd.6.65
HDFC Bank Ltd.3.25
ICICI Bank Ltd.2.83
State Bank of India2.52
Reliance Industries Ltd.2.16
Tata Consultancy Services Ltd.2.12
ITC Ltd.1.96
Larsen & Toubro Ltd.1.77

Top Sectoral Holdings

Sector Name% Assets
Financial16.61
FMCG6.48
Energy5.26
Technology4.24
Construction4.15
Healthcare2.15
Automobile1.69
Services1.47
Cons Durable1.2
Communication1.05

Indicators

LabelValue
Standard Deviation5.77%
Beta0.66%
Sharpe Ratio0.21

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