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

Moderately High
3 yrs 8 monthsStarted on:14 Dec 2015
₹ 1.72 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)
YTD0.53
1 YR2.09
2 YR2.37
3 YR7.33

SIP Returns

TenureReturns (CAGR)
3 YR3.44

Portfolio

Company Name% Assets
ICICI Bank Ltd.4.52
Reliance Industries Ltd.4.51
HDFC Bank Ltd.4.23
State Bank of India3.26
Larsen & Toubro Ltd.3
Tata Consultancy Services Ltd.2.74
Kotak Mahindra Bank Ltd.2.64
ITC Ltd.2.28
Infosys Ltd.2.17
Housing Development Finance Corpn. Ltd.2.04

Top Sectoral Holdings

Sector Name% Assets
Financial24.09
Energy8.34
FMCG7.78
Construction6.45
Technology6.08
Metals2.88
Healthcare2.29
Automobile2.26
Services1.73
Chemicals1.67

Indicators

LabelValue
Standard Deviation10%
Beta0.74%
Sharpe Ratio0.36

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