Principal Retirement Savings Fund Progressive (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
3 yrs 6 monthsStarted on:14 Dec 2015
₹ 1.68 Cras on: 24 May 2019
Medium Horizon
2.30%
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)
YTD3.86
1 Month0.94
3 Month7.18
1 YR3.63
2 YR7.21
3 YR11.89

SIP Returns

TenureReturns (CAGR)
1 YR6.8
2 YR4.16
3 YR6.78

Portfolio

Company Name% Assets
Reliance Industries Ltd. 89-D 20/05/20195.92
Reliance Industries Ltd.5.12
ICICI Bank Ltd.4.3
HDFC Bank Ltd.4.09
State Bank of India2.85
Tata Consultancy Services Ltd.2.83
Larsen & Toubro Ltd.2.65
ITC Ltd.2.56
Kotak Mahindra Bank Ltd.2.53
Infosys Ltd.2.27

Top Sectoral Holdings

Sector Name% Assets
Financial22.38
Energy8.92
FMCG8.29
Technology6.42
Construction6.21
Metals3.26
Automobile2.47
Healthcare2.29
Services1.77
Chemicals1.51

Indicators

LabelValue
Standard Deviation10.02%
Beta0.74%
Sharpe Ratio0.48

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