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 Balanced Fund Index
Expense Ratio	0.87%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,559
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	8.59%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.45%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	10.92%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	12.78%
Canara Robeco Equity Debt Hybrid Fund - Direct Plan	0	1000	12.95%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	14.51%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	9.37%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	10.08%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.45%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	10.92%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	12.16%
DSP Equity & Bond Fund - Direct Plan	1000	1000	11.68%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps 03-Sep-2019	Cash - Repurchase Agreement	6
HDFC Bank Ltd	Equity	4
ICICI Bank Ltd	Equity	4
Reliance Industries Ltd	Equity	4
Infosys Ltd	Equity	4
Tata Consultancy Services Ltd	Equity	3
Kotak Mahindra Bank Ltd	Equity	3
State Bank of India	Equity	3
ITC Ltd	Equity	2
Housing Development Finance Corp Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	71
Bond - Corporate Bond	10
Bond - Gov't Treasury	7
Cash - Repurchase Agreement	6
Cash - CD Time Deposit	4

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	18
Bond - Corporate Bond	10
Information Technology Services	8
Bond - Gov't Treasury	7
Cash - Repurchase Agreement	6

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

Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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