|Min SIP Amount||₹100|
|NAV||₹25.56 (07 May 2021)|
|Fund Started||14 Jan 2000|
|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 IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 14 Jan 2000. P V K Mohan, Bekxy Kuriakose is the Current Fund Manager of Principal Hybrid Equity Fund 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 ₹25.56.
The Principal Hybrid Equity Fund 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.