| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.69% |
| NAV | ₹61.6 (23 Jul 2019) |
|---|---|
| Fund Started | 11 Nov 2005 |
| Fund Size | ₹328 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.0% |
| Reliance Industries Ltd. | Energy | Equity | 6.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.7% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.8% |
| Shree Cement Ltd. | Construction | Equity | 4.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.3% |
| ITC Ltd. | FMCG | Equity | 4.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| Bajaj Finserv Ltd. | Financial | Equity | 3.6% |
PRINCIPAL Mutual Fund started their mutual fund on 25/11/1994 and its managing total assets of Rs. 5,832 Cr. Its ranked at 28 as per total assets at end of 30th Sep 2017.
Principal Mutual Fund was established in 1994 and is one of the oldest AMC's in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.
With a financial legacy of more than 130 years, their global expertise proves to be am asset for taking adequate market decisions.
The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients