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Principal Hybrid Equity Fund - Direct Plan

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.

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,118
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	-0.61%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	0.22%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	0.29%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	5.46%
Canara Robeco Equity Debt Hybrid Fund - Direct Plan	0	1000	8.38%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	6.55%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	-5.75%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	3.11%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	0.22%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	0.29%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	2.33%
DSP Equity & Bond Fund - Direct Plan	1000	1000	5.71%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reliance Industries Ltd	Equity	7
HDFC Bank Ltd	Equity	7
Infosys Ltd	Equity	5
ICICI Bank Ltd	Equity	4
Bharti Airtel Ltd	Equity	3
Hindustan Unilever Ltd	Equity	3
Housing Development Finance Corp Ltd	Equity	3
5.22% GOI 2025	Bond - Gov't Treasury	3
Treps 01-Sep-2020	Cash - Repurchase Agreement	2
7.68% Govt Stock 2023	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Equity	75
Bond - Gov't Treasury	12
Bond - Corporate Bond	9
Cash - Repurchase Agreement	2
Cash - Commercial Paper	1

Sector Allocation(%)

Sector	Percent
Financial Services	22
Technology	12
Bond - Gov't Treasury	12
Bond - Corporate Bond	9
Energy	8

Fund Manager

Bekxy Kuriakose

4+ years of experience

Ravi Gopalakrishnan

1+ years of experience

Ashish Aggarwal

0+ years of experience

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.

customer@principalindia.com

Phone

022 - 67720555

Address

Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East), Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m