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Home>Mutual Funds>PRINCIPAL Mutual Fund>Principal Hybrid Equity Fund - Direct - Monthly Dividend

Principal Hybrid Equity Fund - Direct - Monthly Dividend

Balanced
Balanced
Very High Risk
16.56%
3Y annualised
+0.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jan 2022₹42.24
Min. SIP amountNA
RatingNA
Fund size₹1,674.54Cr

Returns and rankings

Category: Balanced Balanced
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.7%16.6%16.4%15.4%
Category average42.2%12.7%12.2%NA
Rank with in category172112NA
Understand terms

Holdings (91)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.3%
ICICI Bank Ltd.FinancialEquity4.9%
HDFC Bank Ltd.FinancialEquity4.7%
Reliance Industries Ltd.EnergyEquity4.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.7%
State Bank of IndiaFinancialEquity2.5%
Larsen & Toubro Ltd.ConstructionEquity1.9%
Tata Consultancy Services Ltd.TechnologyEquity1.9%
Bharti Airtel Ltd.CommunicationEquity1.8%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

If redeemed bet. 0 Year to 1 Year; Exit Load is 1%;

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

Fund house contact details

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
Amc Image
PRINCIPAL Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
NA
Address
NA
Email
NA
Website
NA

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FAQs

How to Invest in Principal Hybrid Equity Fund - Direct - Monthly Dividend?

You can easily invest in Principal Hybrid Equity Fund - Direct - Monthly Dividend in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Principal Hybrid Equity Fund - Direct - Monthly Dividend from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Principal Hybrid Equity Fund - Direct - Monthly Dividend as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Hybrid Equity Fund - Direct - Monthly Dividend provide?

The Principal Hybrid Equity Fund - Direct - Monthly Dividend has been there from 01 Jan 2013 and the average annual returns provided by this fund is 27.66% since its inception.

How much expense ratio is charged by Principal Hybrid Equity Fund - Direct - Monthly Dividend?

The term Expense Ratio used for Principal Hybrid Equity Fund - Direct - Monthly Dividend or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Principal Hybrid Equity Fund - Direct - Monthly Dividend is 0.91% as of 22 May 2022...

What is the AUM of Principal Hybrid Equity Fund - Direct - Monthly Dividend?

The AUM, short for Assets Under Management of Principal Hybrid Equity Fund - Direct - Monthly Dividend is ₹1,674.54Cr as of 22 May 2022.

How to Redeem Principal Hybrid Equity Fund - Direct - Monthly Dividend?

If you want to sell your Principal Hybrid Equity Fund - Direct - Monthly Dividend holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Hybrid Equity Fund - Direct - Monthly Dividend?

You can select either SIP or Lumpsum investment of Principal Hybrid Equity Fund - Direct - Monthly Dividend based on your investment objective and risk tolerance.

What is the NAV of Principal Hybrid Equity Fund - Direct - Monthly Dividend?

The NAV of Principal Hybrid Equity Fund - Direct - Monthly Dividend is ₹42.24 as of 04 Jan 2022.

What is the PE and PB ratio of Principal Hybrid Equity Fund - Direct - Monthly Dividend?

The PE ratio ratio of Principal Hybrid Equity Fund - Direct - Monthly Dividend is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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