Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
+91 73377 40002
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| Asset Size: | 1033Cr | |
| Expense Ratio: | 2.23% | |
| Fund Manager(s): | P.V.K. Mohan, | Bekxy Kuriakose, |
| 5year Returns: | 10.81% |
Principal Hybrid Equity Fund Growth
Balanced Equity
Aggressive Allocation
Nav :
85.08
(
-0.04%)
December 2nd, 2020
Rank (of 245)
10
Annualized Returns(5 yrs)
10.81%
Investment Horizon
>3 Yr
Doubled Money
6yrs 9m
Balanced Equity
Aggressive Allocation
Nav :
85.08
(
-0.04%)
December 2nd, 2020
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
FUND PAST PERFORMANCE
Fund's historical return with Fixed Deposit
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 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.
Basic Details
Fund House
Principal
Launch Date
January 14th, 2000
Expense Ratio
2.23%
Fund Category Risk
Moderate
Std Dev (1Yr)
23.713
Std Dev (3Yr)
15.58
Std Dev (5Yr)
14.557
Asset Size
1033Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.8 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
4.65 %
Modified Duration
2.56
Contact Details
Fund Manager(s)
Phone No.
+91 22 67720555
Website