Principal Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 1407.89
Expense Ratio
1.43%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
78.66
(0.33 %)
NAV as on 2018-11-16
Returns
Fund
Principal Hybrid Equity Fund - Direct Plan
1 Year
0.2%
3 Year
15.19%
5 Year
17.2%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
Address
Exchange Plaza, Ground Floor, B Wing, NSE 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
For units in excess of 24% of the investment,1% will be charged for redemption within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt 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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,004
Portfolio Value
4
Total Returns