Principal Equity Savings Fund (Hybrid, Equity-oriented)

33.36
8.22%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.48%
15 yrs 4 months23 May 2002
₹ 19.08 Cr21 Aug 2017

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RELIANCE EQUITY SAVINGS FUND
  • Return (CAGR) 8.90%
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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
10.79
3 Month
2.36
1 YR
9.45
2 YR
8.32
3 YR
8.15
TenureReturns (CAGR)
1 YR
10.44
2 YR
10.16
3 YR
8.68
5 YR
8.17
10 YR
7.42

Portfolio

Company Name% Assets
Dewan Housing Finance Corpn. Ltd.9.12
Century Textiles & Inds. Ltd.8.9
Exide Industries Ltd.6.84
Bata India Ltd.5.76
Altico Capital India Pvt Ltd. 05/09/2017 10.00%5.24
Aadhar Housing Finance Ltd. 77-D 16/08/20175.22
Ashok Leyland Ltd.4.82
Hexaware Technologies Ltd.4.53
Aurobindo Pharma Ltd.4.39
Indiabulls Housing Finance Ltd. 10/08/2018 8.80%2.65

Top Sectoral Holdings

Sector Name% Assets
Financial9.52
Automobile5.44
FMCG4.25
Construction3.67
Metals1.89
Engineering1.43
Healthcare1.05
Services1.03
Chemicals0.94

Indicators

Portfolio turnover ratio609
Standard Deviation4.53%
Beta0.85%
Sharpe Ratio0.89

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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