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

Moderately High
3 yrs 4 monthsStarted on:14 Dec 2015
₹ 1.58 Cras on: 22 Mar 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)
YTD1.53
1 Month4.77
3 Month2.08
1 YR4.12
2 YR7.76
3 YR11.46

SIP Returns

TenureReturns (CAGR)
1 YR2.91
2 YR2.99
3 YR6.56

Portfolio

Company Name% Assets
Reliance Industries Ltd.4.83
ICICI Bank Ltd.3.94
HDFC Bank Ltd.3.92
Larsen & Toubro Ltd.2.72
Tata Consultancy Services Ltd.2.66
State Bank of India2.64
ITC Ltd.2.5
Infosys Ltd.2.37
Kotak Mahindra Bank Ltd.2.36
Housing Development Finance Corpn. Ltd.1.87

Top Sectoral Holdings

Sector Name% Assets
Financial21.64
FMCG8.7
Energy8.59
Construction6.94
Technology5.8
Automobile4.12
Healthcare2.3
Metals2.05
Services1.71
Chemicals1.64

Indicators

LabelValue
Standard Deviation10.5%
Beta0.75%
Sharpe Ratio0.59

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