+91 73377 40002

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Asset Size:1102Cr
Expense Ratio:2.23%
Fund Manager(s):P.V.K. Mohan,Bekxy Kuriakose,
5year Returns:13.78%

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Principal Hybrid Equity Fund Growth

       

Balanced Equity
Aggressive Allocation

Nav : 91.65 ( -0.89%) January 15th, 2021

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Rank (of 245)

10

Annualized Returns(5 yrs)

13.78%

Investment Horizon

>3 Yr

Doubled Money

5yrs 5m

Returns since January 14th, 2000

11.12%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

93.2L

Projected Maturity Amount

1.5Cr

     

Balanced Equity
Aggressive Allocation

Nav : 91.65 ( -0.89%) January 15th, 2021

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

93.2L

Projected Maturity Amount

1.5Cr

Rank (of 245)

10

Annualized Returns(5 yrs)

13.78%

Investment Horizon

>3 Yr

Doubled Money

5yrs 5m

Returns since January 14th, 2000

11.12%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The Scheme will invest in equity and equity related instruments. The Scheme will also invest in fixed income instruments rated investment grade or higher or otherwise comparable including units of Liquid / Money Market / Debt Mutual Fund Scheme(s). The Scheme shall not take high risks in managing equity portion of the portfolio.Equity Securities in which the scheme would invest shall normally generate dividend income. The Scheme shall generate Interest Income by investing in debt securities. Debt Securities are also purchased for capital appreciation purposes when the Investment Manager thinks that declining interest rates may increase market value. Deep Discount debt securities may also be purchased to generate capital appreciation/ income The scheme may invest in REITs and InVITS based on research and analysis of the prevailing market conditions and outlook for the real estate market,fixed income markets and other comparable asset classes.

Basic Details
Fund House
Principal
Launch Date
January 14th, 2000
Expense Ratio
2.23%
Fund Category Risk
Moderate
Std Dev (1Yr)
24.196
Std Dev (3Yr)
15.896
Std Dev (5Yr)
14.724
Asset Size
1102Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.12 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 67720555