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

Moderately High
2 yrs 3 monthsStarted on:14 Dec 2015
₹ 1.18 Cras on: 23 Feb 2018
Medium Horizon
0.84%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR10.67
2 YR13.42

SIP Returns

TenureReturns (CAGR)
1 YR6.9
2 YR10.25

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial13.18
Energy4.7
FMCG4.37
Automobile4.34
Construction4.23
Chemicals2.47
Technology2.44
Metals2.28
Engineering2.14
Healthcare1.84

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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