Home>Mutual Funds>Principal Mutual Fund>Principal Hybrid Equity Fund Direct IDCW Monthly

Principal Hybrid Equity Fund Direct IDCW Monthly

Hybrid
Aggressive Hybrid
Very High Risk
Payout
18.12%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021₹42.68
Min. SIP amount₹100
Rating3star
Fund size₹1,114.88 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.6%18.1%15.3%15.7%
Category average42.2%12.7%12.2%NA
Rank with in category15277NA
Understand termsinfo

Holdings (91)

NameSectorInstrumentAssets
TechnologyEquity5.2%
FinancialEquity4.9%
FinancialEquity4.8%
EnergyEquity4.3%
FinancialEquity2.8%
TechnologyEquity2.5%
State Bank of India
FinancialEquity2.4%
ConstructionEquity1.8%
FinancialEquity1.7%
FMCGEquity1.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.96%

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
Check past data

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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