Principal Retirement Savings Fund - Conservative Plan - Direct Sub-Plan - Growth

Principal Retirement Savings Fund - Conservative Plan - Direct Sub-Plan - Growth of Principal Mutual Fund has asset class type as FoF-GLT. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.15

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

2.2818

Asset Class

FoF-GLT

Net Asset Value:

12.3376

Rating

2

Benchmark

Crisil Liquid Fund Index,Nifty 50 TRI

Fund Type

Gilt - Long Term

SEBI Category

FoFs Domestic

Fund Manager Details:

P V K Mohan PGDM from IIM Banglore and B.E from REC Calicut. He joined Principal PNB Amc as senior fund manager -Equity in may 21. Prior to this he worked as senior fund manager equity in ICICI prudential Mutual fund and as portfilio manager in DSp Blackroch mutual fund and later as fund manager of IL&FS mutual fund.

Objective:

The objective of the Plan is to provide long term total return primarily by seeking income through investments made in debt/money market mutual funds with some exposure to equity mutual funds.

Top Holdings:

  • Finance (16.26)
  • IT - Software (11.9)
  • Refineries (7.94)
  • Pharmaceuticals (6.42)
  • Steel (5.83)
  • Banks (4.92)
  • Entertainment (3.25)
  • FMCG (1.47)
  • Automobile (1.15)
  • Tobacco Products (.95)


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