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Principal Balanced Advantage Fund Direct-Growth

Hybrid
Hybrid: Dynamic Asset Allocation
Moderate Risk
9.38%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jan 2022₹28.38
Min. SIP amountNot Supported
RatingNA
Fund size₹166.26Cr

Returns and rankings

Category: Hybrid Hybrid: Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.7%9.4%9.3%10.4%
Category average24.8%9.3%9.1%NA
Rank with in category1384NA
Understand terms

Holdings (94)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity6.9%
ICICI Bank Ltd.FinancialEquity4.8%
Tata Motors Ltd.AutomobileEquity3.0%
Divi's Laboratories Ltd.HealthcareEquity3.0%
Infosys Ltd.TechnologyEquity2.9%
HDFC Bank Ltd.FinancialEquity2.6%
State Bank of IndiaFinancialEquity2.5%
Tech Mahindra Ltd.TechnologyEquity2.4%
Axis Bank Ltd.FinancialEquity2.3%
Tata Consultancy Services Ltd.TechnologyEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.21%

Inclusive of GST

Exit load

If redeemed bet. 0 Year to 1 Year; Exit Load is 1%;

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
NA
Phone
NA
Launch Date
NA
E-mail
NA
Website
NA

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FAQs

How to Invest in Principal Balanced Advantage Fund Direct-Growth?

You can easily invest in Principal Balanced Advantage Fund Direct-Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Principal Balanced Advantage Fund Direct-Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Principal Balanced Advantage Fund Direct-Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Balanced Advantage Fund Direct-Growth provide?

The Principal Balanced Advantage Fund Direct-Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 13.70% since its inception.

How much expense ratio is charged by Principal Balanced Advantage Fund Direct-Growth?

The term Expense Ratio used for Principal Balanced Advantage Fund Direct-Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Principal Balanced Advantage Fund Direct-Growth is 1.21% as of 10 Aug 2022...

What is the AUM of Principal Balanced Advantage Fund Direct-Growth?

The AUM, short for Assets Under Management of Principal Balanced Advantage Fund Direct-Growth is ₹166.26Cr as of 10 Aug 2022.

How to Redeem Principal Balanced Advantage Fund Direct-Growth?

If you want to sell your Principal Balanced Advantage Fund Direct-Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Balanced Advantage Fund Direct-Growth?

You can select either SIP or Lumpsum investment of Principal Balanced Advantage Fund Direct-Growth based on your investment objective and risk tolerance.

What is the NAV of Principal Balanced Advantage Fund Direct-Growth?

The NAV of Principal Balanced Advantage Fund Direct-Growth is ₹28.38 as of 04 Jan 2022.

What is the PE and PB ratio of Principal Balanced Advantage Fund Direct-Growth?

The PE ratio ratio of Principal Balanced Advantage Fund Direct-Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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