The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.
If redeemed on or before 1 Year from the date of allotment - 1%.
Dewan Housing Finance Corpn. Ltd. 04/06/2021 8.90%
Sun Pharmaceutical Inds. Ltd.
Maruti Suzuki India Ltd.
Vedanta Ltd. 07/06/2019
Hindustan Unilever Ltd.
Small Industries Devp. Bank of India Ltd. 26/03/2021 7.85%
JM Financial Products Ltd. 25/07/2019 8.70%
Top Sectoral Holdings
Portfolio turnover ratio
P V K Mohan,Bekxy Kuriakose
Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore Prior to joining Principal AMC he has worked with UTI AMC. Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services
Other Funds Managed by P V K Mohan,Bekxy Kuriakose