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 |
| Benchmark Type | CRISIL Hybrid 85+15 - ConservativeTR INR |
| Expense Ratio | 0.79% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,511 |
| AMC AUM (in Crs.) | ₹ 7,091 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 13.47% | |
| 0 | 1000 | 12.76% | |
| 1000 | 1000 | 13.54% | |
| 500 | 500 | 8.55% | |
| 1000 | 1000 | 9.53% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 11.4% | |
| 1000 | 1000 | 11.17% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 6 |
| Reliance Industries Ltd | Equity | 6 |
| ICICI Bank Ltd | Equity | 5 |
| State Bank of India | Equity | 3 |
| Infosys Ltd | Equity | 3 |
| Kotak Mahindra Bank Ltd | Equity | 3 |
| ITC Ltd | Equity | 3 |
| Housing Development Finance Corp Ltd | Equity | 3 |
| Tata Consultancy Services Ltd | Equity | 2 |
| Marico Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 75 |
| Bond - Corporate Bond | 9 |
| Cash - Commercial Paper | 5 |
| Bond - Gov't Treasury | 5 |
| Cash - CD Time Deposit | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 29 |
| Consumer Defensive | 11 |
| Bond - Corporate Bond | 9 |
| Energy | 7 |
| Technology | 7 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m