Principal Equity Savings Fund (Hybrid, Equity-oriented)

34.47
8.28%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.70%
15 yrs 7 months23 May 2002
₹ 24.38 Cr08 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

Investment Objective

The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
14.47
1 Month
0.23
3 Month
2.31
1 YR
13.65
2 YR
10.05
3 YR
7.82
TenureReturns (CAGR)
1 YR
11.35
2 YR
11.03
3 YR
9.39
5 YR
8.64
10 YR
7.65

Portfolio

Company Name% Assets
Dewan Housing Finance Corpn. Ltd.6.44
Century Textiles & Inds. Ltd.5.68
Cox & Kings Ltd. 363-D 22/11/20185.61
Balrampur Chini Mills Ltd.4.22
Bata India Ltd.4.16
Bank Of Baroda4.05
Exide Industries Ltd.3.73
Power Finance Corpn. Ltd. 17/09/2020 7.50%3.04
APL Apollo Tubes Ltd. 43-D 21/12/20173.02
Ashok Leyland Ltd.3

Top Sectoral Holdings

Sector Name% Assets
FMCG6.64
Financial6.5
Energy4.2
Automobile2.99
Technology2.81
Metals2.39
Communication0.83
Healthcare0.58

Indicators

Portfolio turnover ratio609
Standard Deviation4.62%
Beta0.87%
Sharpe Ratio0.68

P V K Mohan

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
Prior to joining Principal AMC he has worked with UTI AMC.

Other Funds Managed by P V K Mohan

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