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

11.82
9.90%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.60%
1 yrs 10 months14 Dec 2015
₹ 2.91 Cr21 Sep 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
8.15
1 Month
0.89
3 Month
2.19
1 YR
8.97
TenureReturns (CAGR)
1 YR
9.66

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial4.58
FMCG1.76
Energy1.69
Automobile1.58
Construction1.56
Metals0.69
Healthcare0.69
Technology0.68
Chemicals0.59
Services0.42

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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