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Principal Smart Equity Hlf Yrly DP

15.59
-0.03
-0.19%
22-09-2017
5 Years
  • Previous Close

    15.62

  • Yield

    7.67%

  • Front load

    None

  • Expenses

    3.11%

  • Category

    Moderate Allocation

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Principal Pnb Asset Mgmt. Co. Priv. Ltd.

Fund Style

Open

Fund Manager

Rajat Jain

Investment Style

Large Growth

The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA NA
Initial Purchase: AIP 2,000

Inception

16-12-2010

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