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 Class | Hybrid |
| Scheme Category | Equity Savings |
| Benchmark Type | Crisil MIP Blended Index |
| Expense Ratio | 1.44% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 66 |
| AMC AUM (in Crs.) | ₹ 7,091 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Cash Offset For Derivatives | Cash - Future Offset | 42 |
| Net Receivable / Payable | Cash | 11 |
| Infosys Ltd | Equity | 9 |
| Infosys Ltd. 25-Apr-19 | Equity - Future | 7 |
| Housing Development Finance Corp Ltd | Equity | 7 |
| Housing Development Finance Corporation Ltd. 25-Apr-19 | Equity - Future | 5 |
| Maruti Suzuki India Ltd. 25-Apr-19 | Equity - Future | 5 |
| Maruti Suzuki India Ltd | Equity | 5 |
| Reliance Jio Infocomm Limited | Bond - Corporate Bond | 5 |
| Reliance Industries Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 72 |
| Cash - Future Offset | 42 |
| Equity - Future | 42 |
| Bond - Corporate Bond | 16 |
| Cash | 11 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Cash - Future Offset | 42 |
| Equity - Future | 42 |
| Bond - Corporate Bond | 16 |
| Banks - Regional - Asia | 12 |
| Information Technology Services | 11 |
Principal Mutual Fund
AUM
₹7,091 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.
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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