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 Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 1738.72
Expense Ratio
0.39%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 7091
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 1738.72 |
| Expense Ratio | 0.39% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 7091 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
4
Reliance Industries Ltd
Equity
4
ICICI Bank Ltd
Equity
3
Infosys Ltd
Equity
3
ITC Ltd
Equity
3
State Bank of India
Equity
3
Tata Consultancy Services Ltd
Equity
2
Kotak Mahindra Bank Ltd
Equity
2
Housing Development Finance Corp Ltd
Equity
2
Tata Power Co Ltd
Equity
2
Asset Allocation(%)
Equity
71
Bond - Corporate Bond
15
Bond - Gov't Treasury
5
Cash - Commercial Paper
3
Mutual Fund - Open End
1
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
17
Bond - Corporate Bond
15
Information Technology Services
10
Bond - Gov't Treasury
5
Oil & Gas Refining & Marketing
4
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.
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
Principal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.