| NAV: 04 Jan 2022 | ₹28.38 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹166.26Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 13.7% | 9.4% | 9.3% | 10.4% |
| Category average | 24.8% | 9.3% | 9.1% | NA |
| Rank with in category | 13 | 8 | 4 | NA |
Holdings (94)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.9% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| Tata Motors Ltd. | Automobile | Equity | 3.0% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.0% |
| Infosys Ltd. | Technology | Equity | 2.9% |
| HDFC Bank Ltd. | Financial | Equity | 2.6% |
| State Bank of India | Financial | Equity | 2.5% |
| Tech Mahindra Ltd. | Technology | Equity | 2.4% |
| Axis Bank Ltd. | Financial | Equity | 2.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.2% |
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
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund house & investment objective
Fund house contact details
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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?
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.
