Principal Hybrid Equity Fund Dividend Monthly-0.55%

5Groww
-7.00%
1 Year Return
Hybrid
Aggressive
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Hybrid Equity Fund Dividend Monthly

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.14%
NAV22.8 (20 Aug 2019)
Fund Started14 Jan 2000
Fund Size1,600 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Hybrid Equity Fund Dividend Monthly
-7.0%
8.5%
9.4%
10.6%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
27
1
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -7.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity3.6%
    State Bank of IndiaFinancialEquity3.1%
    Tata Consultancy Services Ltd.TechnologyEquity2.5%
    GOISovereignGOI Sec1.9%
    Tata Power Co. Ltd.EnergyEquity1.8%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.8%
    Bharti Airtel Ltd.CommunicationEquity1.8%
    Axis Bank Ltd.FinancialEquity1.7%
    Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity1.6%
    SBI Life Insurance Company Ltd.FinancialEquity1.6%
    See All

    Fund Managers

    addP V K Mohan
    Education
    Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
    Experience
    Prior to joining Principal AMC he has worked with UTI AMC.
    Funds Managed
    addBekxy Kuriakose
    Education
    Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
    Experience
    Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services
    Funds Managed

    Other Details

    Principal Hybrid Equity Fund Dividend Monthly is a Hybrid Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 14 Jan 2000. P V K Mohan, Bekxy Kuriakose is the Current Fund Manager of Principal Hybrid Equity Fund Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹1,600 Cr and the Latest NAV as of 20 Aug 2019 is ₹22.8.

    The Principal Hybrid Equity Fund Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 24% of the investment,1% will be charged for redemption within 1 year.

    Investment Objective

    Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 24% of the investment,1% will be charged for redemption within 1 year
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    ABN AMRO Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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