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

12.25
11.62%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.99%
1 yrs 11 months14 Dec 2015
₹ 1.26 Cr18 Oct 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.

Scheme Documents

TenureReturns (CAGR)
YTD
14.33
1 Month
0.31
3 Month
2.67
1 YR
11.25
TenureReturns (CAGR)
1 YR
14.38

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial11.67
Energy4.25
FMCG4.13
Automobile4.04
Construction3.9
Chemicals2.07
Technology1.93
Healthcare1.89
Metals1.83
Engineering1.71

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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