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

12.41
11.45%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.91%
1 yrs 12 months14 Dec 2015
₹ 1.24 Cr11 Dec 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
15.85
1 Month
0.25
3 Month
2.07
1 YR
14.64
TenureReturns (CAGR)
1 YR
13.24

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial11.98
FMCG4.38
Energy4.35
Construction4.21
Automobile4.01
Chemicals2.2
Metals2.06
Healthcare1.93
Engineering1.78
Technology1.62

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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