Principal Hybrid Equity Fund Direct Growth-1.07%

4Groww
-8.38%
1 Year Return
Hybrid
Aggressive
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Hybrid Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.87%
NAV80.51 (09 Jul 2019)
Fund Started01 Jan 2013
Fund Size1,559 Cr

Fund Overview

Quick overview of Principal Hybrid Equity Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Principal Hybrid Equity Fund Direct Growth
-8.4%
9.2%
10.0%
12.5%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Triparty RepoCurrent AssetsMoney Market4.1%
    HDFC Bank Ltd.Financial ServicesEquity3.9%
    Reliance Industries Ltd.EnergyEquity3.4%
    7.17 GOI Jan 8 2028 SovereignGilt3.3%
    ICICI Bank Ltd. Financial ServicesEquity3.3%
    Infosys Ltd.ITEquity2.7%
    ITC Ltd.Consumer GoodsEquity2.7%
    Tata Consultancy Services Ltd.ITEquity2.2%
    Tata Power Co. Ltd.EnergyEquity2.0%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity2.0%
    See All

    Fund Managers

    addBekxy Kuriakose
    Education
    Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
    Experience
    Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services
    Funds Managed

    Other Details

    Principal Hybrid Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. P V K Mohan, Bekxy Kuriakose is the Current Fund Manager of Principal Hybrid Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,559 Cr and the Latest NAV as of 09 Jul 2019 is ₹80.51.

    The Principal Hybrid Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 24% of the investment,1% will be charged for redemption within 1 year.

    Investment Objective

    Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 24% of the investment,1% will be charged for redemption within 1 year
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    25 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    ABN AMRO Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
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