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Principal Hybrid Equity Fund Direct IDCW Monthly+0.04%

48.74%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Hybrid Equity Fund Direct IDCW Monthly

RiskVery High
Min SIP Amount₹100
Expense Ratio0.99%
NAV₹36.64 (07 May 2021)
Fund Started01 Jan 2013
Fund Size1,059 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
48.7%
8.7%
15.2%
14.3%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
20
26
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 48.7% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.3%
Infosys Ltd.TechnologyEquity5.8%
ICICI Bank Ltd.FinancialEquity4.7%
Reliance Industries Ltd.EnergyEquity4.4%
Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
Tata Consultancy Services Ltd.TechnologyEquity2.6%
Larsen & Toubro Ltd.ConstructionEquity2.1%
Hindustan Unilever Ltd.FMCGEquity2.0%
Bharti Airtel Ltd.CommunicationEquity2.0%
State Bank of IndiaFinancialEquity2.0%
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 IDCW Monthly Details

Principal Hybrid Equity Fund Direct IDCW Monthly 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,059 Cr and the Latest NAV as of 07 May 2021 is ₹36.64.

The Principal Hybrid Equity Fund Direct IDCW Monthly is rated Very 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
Website
NA
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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