Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
+91 73377 40002
8AM - 8PM
| Asset Size: | 1102Cr | |
| Expense Ratio: | 2.23% | |
| Fund Manager(s): | P.V.K. Mohan, | Bekxy Kuriakose, |
| 5year Returns: | 13.78% |
Principal Hybrid Equity Fund Growth
Balanced Equity
Aggressive Allocation
Nav :
91.65
(
-0.89%)
January 15th, 2021
Rank (of 245)
10
Annualized Returns(5 yrs)
13.78%
Investment Horizon
>3 Yr
Doubled Money
5yrs 5m
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
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 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
Fund Manager(s)
Phone No.
+91 22 67720555
Website