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

11.94
11.06%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.92%
1 yrs 9 months14 Dec 2015
₹ 1.3 Cr21 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 by seeking capital appreciation and income through investments made in a basket of equity mutual funds, debt/money market mutual funds and Gold ETFs.
TenureReturns (CAGR)
YTD
11.40
3 Month
2.89
1 YR
10.52
TenureReturns (CAGR)
1 YR
12.02

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial11.84
Construction4.64
Automobile4.06
Energy4.04
FMCG4
Chemicals2.11
Healthcare2.06
Metals1.74
Technology1.7
Services1.55

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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