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Principal Hybrid Equity Fund Direct Growth-0.57%

17.17%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Hybrid Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.02%
NAV₹98.57 (25 Jan 2021)
Fund Started01 Jan 2013
Fund Size1,102 Cr

Fund Overview

Quick overview of Principal Hybrid Equity Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.2%
6.3%
15.0%
14.0%
Category Average
13.6%
6.0%
11.5%
-
Rank Within Category
7
21
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 17.2% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.8%
Infosys Ltd.TechnologyEquity5.7%
ICICI Bank Ltd.FinancialEquity5.0%
Reliance Industries Ltd.EnergyEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
Tata Consultancy Services Ltd.TechnologyEquity2.6%
GOISovereignGOI Sec2.5%
Kotak Mahindra Bank Ltd.FinancialEquity2.5%
Larsen & Toubro Ltd.ConstructionEquity2.2%
Hindustan Unilever Ltd.FMCGEquity2.1%
See All

Fund Managers

P V K Mohan
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Ravi Gopalakrishnan
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Bekxy Kuriakose
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Ashish Aggarwal
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Principal Hybrid Equity Fund Direct Growth Details

Principal Hybrid Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 01 Jan 2013. P V K Mohan, Bekxy Kuriakose is the Current Fund Manager of Principal Hybrid Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,102 Cr and the Latest NAV as of 25 Jan 2021 is ₹98.57.

The Principal Hybrid Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 300. For units in excess of 24% of the investment,1% will be charged for redemption within 1 year

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹300
Min for First Investment
₹300
Min for Second Investment
For units in excess of 24% of the investment,1% will be charged for redemption within 1 year
Exit Load

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About Principal Mutual Fund

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Principal Mutual Fund
Asset Management Company
Custodian
ABN AMRO Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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