Principal Equity Savings Fund - Direct Plan - Growth Option

Principal Equity Savings Fund - Direct Plan - Growth Option of Principal Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.11

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

75.7642

Asset Class

Hybrid-Equity

Net Asset Value:

36.7194

Rating

2

Benchmark

Crisil Liquid Fund Index,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

5.98 Times

Fund Manager Details:

P V K Mohan B.Tech, PGDM from IIM, Bangalore Over 16 Years of experience in indian equity markets, Prior assignments were with ICICI Prudential Asset Mgmt. Company Limited, DSP BlackRock Investment Managers Private Limited and IL&FS Mutual Fund

Objective:

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

Top Holdings:

  • Finance (12.78)
  • Automobile (8.52)
  • Power Generation & Distribution (7.62)
  • Banks (7.12)
  • FMCG (5.97)
  • Pharmaceuticals (3.22)
  • Cement (2.94)
  • Telecomm-Service (2.94)
  • IT - Software (2.49)
  • Infrastructure Developers & Operators (2.36)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition