Principal Asset Allocation Fund of Funds Aggressive Plan (Hybrid, Hybrid Others)

13.27
16.56%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
1.01%
1 yrs 11 months14 Dec 2015
₹ 1.56 Cr18 Oct 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Nil

Investment Objective

The Plan seeks to provide long term total return by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs.

Scheme Documents

TenureReturns (CAGR)
YTD
23.13
1 Month
0.39
3 Month
3.89
1 YR
15.35
TenureReturns (CAGR)
1 YR
21.91

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial21.28
Energy7.77
FMCG7.51
Automobile7.39
Construction7.14
Chemicals3.86
Technology3.49
Healthcare3.46
Metals3.37
Engineering3.23

Indicators

Rajat Jain

Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.
Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.

Other Funds Managed by Rajat Jain

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