Principal Equity Savings - Direct Plan
To provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.
Suitability
This product is suitable for investors who are seeking
• Income and Capital Growth over a medium term investment horizon
• Investment primarily in debt/money market securities with exposure in equity & equity related instruments including equity derivatives.
Fund Info
Scheme Type
Open-ended
Scheme Category
Equity Savings
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 70.34
Expense Ratio
1.41%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Equity Savings |
| Benchmark Type | Crisil MIP Blended Index |
| Scheme AUM (in Crs.) | ₹ 70.34 |
| Expense Ratio | 1.41% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 6940 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Dewan Housing Finance Corpn. Ltd.
Equity
8.55
CESC Ltd.
Equity
3.36
Bharti Airtel Ltd.
Equity
2.82
Suryoday Small Finance Bank Ltd.
Bonds/NCD
2.64
Maruti Suzuki India Ltd.
Equity
2.62
Avanse Financial Services Ltd.
CP
2.58
Century Textiles & Inds. Ltd.
Equity
2.57
Cox & Kings Ltd.
CP
2.55
State Bank of India
Equity
2.34
Piramal Enterprises Ltd.
Bonds
2.23
Asset Allocation(%)
Equity
69.53
Net Receivables
6.26
Commercial Paper
5.13
Reverse Repo/CBLO
5.01
Cash Margin
41.10
Sector Allocation(%)
Sector
Percent
Financial
8.16
FMCG
5.70
Technology
3.85
Energy
3.76
Automobile
3.35
Principal Mutual Fund
AUM
₹6,940 Cr
About
Principal Mutual Fund was established in 1994 and is one of the oldest AMCs 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 an 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.
Launch Date
25 Nov 1994
Sponsor
NA
Email
customer@principalindia.com
Phone
022 - 67720555
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Principal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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