principal retirement savings fund progressive (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
2 yrs 10 monthsStarted on:14 Dec 2015
₹ 1.73 Cras on: 19 Sep 2018
Medium Horizon
0.81%
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)
3 Month1.74
1 YR2.87
2 YR9.16

SIP Returns

TenureReturns (CAGR)
1 YR1.53
2 YR7.53

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.35
Reliance Industries Ltd.3.29
ITC Ltd.2.64
Tata Consultancy Services Ltd.2.54
ICICI Bank Ltd.2.53
State Bank of India2.38
Infosys Ltd.2.12
Larsen & Toubro Ltd.1.86
Housing Development Finance Corpn. Ltd.1.79
Dabur India Ltd.1.56

Top Sectoral Holdings

Sector Name% Assets
Financial17.59
FMCG8.88
Construction7.38
Energy6.97
Technology5.36
Automobile4.84
Chemicals3.53
Healthcare3.18
Metals2.44
Services2.14

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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