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

Moderately High
2 yrs 12 monthsStarted on:14 Dec 2015
₹ 1.61 Cras on: 15 Nov 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)
1 Month1.87
2 YR10.11

SIP Returns

TenureReturns (CAGR)
2 YR2.99

Portfolio

Company Name% Assets
ICICI Bank Ltd.3.9
Reliance Industries Ltd.3.89
HDFC Bank Ltd.3.33
Tata Consultancy Services Ltd.2.54
ITC Ltd.2.48
Larsen & Toubro Ltd.2.45
State Bank of India2.31
Infosys Ltd.2.16
Housing Development Finance Corpn. Ltd.1.75
Tata Power Co. Ltd.1.51

Top Sectoral Holdings

Sector Name% Assets
Financial18.2
FMCG9.22
Energy7.65
Construction7.3
Technology5.45
Automobile4.33
Chemicals3.37
Healthcare3.11
Metals2.35
Services2.13

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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