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

11.94
9.60%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.65%
1 yrs 12 months14 Dec 2015
₹ 2.99 Cr17 Nov 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 primarily by seeking income through investments made in debt/money market mutual funds with some exposure to equity mutual funds .
TenureReturns (CAGR)
YTD
9.22
1 Month
0.52
3 Month
1.75
1 YR
9.19
TenureReturns (CAGR)
1 YR
9.03

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial4.84
Energy1.88
FMCG1.78
Construction1.7
Automobile1.63
Healthcare0.75
Metals0.71
Technology0.65
Chemicals0.61
Services0.43

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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