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

11.74
10.02%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.60%
1 yrs 9 months 14 Dec 2015
₹ 3.02 Cr 16 Aug 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 .
Tenure Returns (CAGR)
YTD
7.38
1 Month
0.52
3 Month
2.55
1 YR
9.33
Tenure Returns (CAGR)
1 YR
9.97

Portfolio

Company Name % Assets

Top Sectoral Holdings

Sector Name % Assets
Financial 4.76
Construction 1.8
FMCG 1.72
Energy 1.64
Automobile 1.59
Healthcare 0.79
Technology 0.72
Metals 0.67
Chemicals 0.6
Services 0.45

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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