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

Moderately High
3 yrs 2 monthsStarted on:14 Dec 2015
₹ 1.66 Cras on: 21 Jan 2019
Medium Horizon
2.61%
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 Month0.20
3 Month3.97
2 YR9.69
3 YR11.97

SIP Returns

TenureReturns (CAGR)
2 YR2.3
3 YR6.62

Portfolio

Company Name% Assets
L&T Housing Finance Ltd. 90-D 04/02/20195.97
Bajaj Finance Ltd. 65-D 22/02/20195.95
Reliance Industries Ltd.3.98
ICICI Bank Ltd.3.84
HDFC Bank Ltd.3.59
State Bank of India2.75
Larsen & Toubro Ltd.2.64
ITC Ltd.2.42
Tata Consultancy Services Ltd.2.4
Infosys Ltd.2.01

Top Sectoral Holdings

Sector Name% Assets
Financial19.34
FMCG8.57
Construction8.07
Energy7.47
Technology5.08
Automobile4.4
Chemicals3.36
Healthcare2.76
Metals2.07
Services1.72

Indicators

LabelValue
Standard Deviation11.68%
Beta0.76%
Sharpe Ratio0.29

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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