|Min SIP Amount||₹100|
|NAV||₹36.64 (07 May 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹1,059 Cr|
|HDFC Bank Ltd.||Financial||Equity||6.3%|
|ICICI Bank Ltd.||Financial||Equity||4.7%|
|Reliance Industries Ltd.||Energy||Equity||4.4%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.3%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.6%|
|Larsen & Toubro Ltd.||Construction||Equity||2.1%|
|Hindustan Unilever Ltd.||FMCG||Equity||2.0%|
|Bharti Airtel Ltd.||Communication||Equity||2.0%|
|State Bank of India||Financial||Equity||2.0%|
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
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
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.