Principal Asset Allocation Fund of Funds Conservative Plan (Hybrid, Debt-oriented)

Moderately High
2 yrs 2 monthsStarted on:14 Dec 2015
₹ 3.02 Cras on: 18 Jan 2018
Medium Horizon
0.60%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Plan seeks to provide long term total return primarily by seeking income through investments made in debt/money market mutual funds with some exposure to equity mutual funds .

Exit Load

Nil
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Tenure

TenureReturns (CAGR)
YTD0.36
1 Month0.56
3 Month1.44
1 YR9.02
2 YR10.00

SIP Returns

TenureReturns (CAGR)
1 YR7.82
2 YR8.92

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial4.95
FMCG1.83
Energy1.79
Automobile1.79
Construction1.76
Healthcare0.86
Technology0.76
Metals0.67
Chemicals0.63
Engineering0.38

Indicators

LabelValue

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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