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

Principal Retirement Savings Fund - Moderate 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 (%)

1.25

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

1.0984

Asset Class

FoF-GLT

Net Asset Value:

12.6344

Rating

2

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

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 by seeking capital appreciation and income through investments made in a basket of equity mutual funds, debt/money market mutual funds and Gold ETFs.

Top Holdings:

  • IT - Software (9.4)
  • Refineries (8.8)
  • Banks (8.52)
  • Pharmaceuticals (7.19)
  • Finance (6.83)
  • Steel (6.24)
  • FMCG (2.54)
  • Automobile (1.93)
  • Power Generation & Distribution (1.71)
  • Cement (1.65)


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