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

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

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.46

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

1.6263

Asset Class

FoF-MSC

Net Asset Value:

13.4546

Rating

2

Fund Type

Mid & Small cap

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 returns by seeking capital appreciation through investments made primarily in equity mutual funds with some allocation to debt/money market mutual funds and Gold ETFs.

Top Holdings:

  • Banks (14.7)
  • IT - Software (5.36)
  • FMCG (4.11)
  • Refineries (3.29)
  • Automobile (3.18)
  • Pharmaceuticals (3.18)
  • Power Generation & Distribution (2.8)
  • Cement (2.69)
  • Tobacco Products (2.64)
  • Finance (2.42)


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