Principal Hybrid Equity Fund Direct Dividend Monthly+0.79%

11.19%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Hybrid Equity Fund Direct Dividend Monthly

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.02%
NAV33.22 (26 Nov 2020)
Fund Started01 Jan 2013
Fund Size1,033 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.2%
5.0%
11.9%
13.0%
Category Average
8.6%
4.6%
8.8%
-
Rank Within Category
15
21
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.2% annual returns

    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.FinancialEquity7.3%
    Reliance Industries Ltd.EnergyEquity6.6%
    Infosys Ltd.TechnologyEquity5.3%
    ICICI Bank Ltd.FinancialEquity4.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
    Tata Consultancy Services Ltd.TechnologyEquity2.6%
    Hindustan Unilever Ltd.FMCGEquity2.4%
    Kotak Mahindra Bank Ltd.FinancialEquity2.3%
    Larsen & Toubro Ltd.ConstructionEquity2.3%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.1%
    See All

    Fund Managers

    P V K Mohan
    keyboard_arrow_down
    Ravi Gopalakrishnan
    keyboard_arrow_down
    Bekxy Kuriakose
    keyboard_arrow_down
    Ashish Aggarwal
    keyboard_arrow_down

    Principal Hybrid Equity Fund Direct Dividend Monthly Details

    Principal Hybrid Equity Fund Direct Dividend 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 Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,033 Cr and the Latest NAV as of 26 Nov 2020 is ₹33.22.

    The Principal Hybrid Equity Fund Direct Dividend Monthly 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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