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Principal Hybrid Equity Fund Direct IDCW Monthly

Hybrid
Aggressive Hybrid
Very High Risk
38.22%
1Y return
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹38.80
Min. SIP Amount₹100
Rating3star
Fund Size₹1,080.14 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.2%11.6%14.4%14.7%
Category average42.2%12.7%12.2%NA
Rank with in category24268NA
Understand termsinfo

Holdings (87)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.9%
HDFC Bank Ltd.FinancialEquity5.5%
ICICI Bank Ltd.FinancialEquity4.5%
Reliance Industries Ltd.EnergyEquity4.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Tata Consultancy Services Ltd.TechnologyEquity2.3%
State Bank of India
FinancialEquity2.1%
Housing Development Finance Corpn. Ltd.FinancialDebenture1.9%
Axis Bank Ltd.FinancialEquity1.9%
Larsen & Toubro Ltd.ConstructionEquity1.9%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.0%

Inclusive of GST

Exit load

For units in excess of 24% of the investment,1% will be charged for redemption within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹300
Min. for 2nd investment onwards₹300
Min. for SIP₹100

Fund management

P V K Mohan
Jan 2013 - Present
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Ravi Gopalakrishnan
Jul 2019 - Present
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Bekxy Kuriakose
Mar 2016 - Present
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Ashish Aggarwal
Oct 2019 - Present
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Fund house & investment objective

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Fund house contact details

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