Principal Hybrid Equity Fund- Direct Plan
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 1674.54
Expense Ratio
1.34%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
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
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Suitability
This product is suitable for investors who are seeking
• Income and Long term Capital Growth
• Investment in equity & equity related securities, debt money market securities as well as derivatives.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,975
Portfolio Value
₹-25
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.