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Asset Size:1739Cr
Expense Ratio:2.09%
Fund Manager(s):P.V.K. Mohan,Bekxy Kuriakose,
5year Returns:14.78%

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Principal Hybrid Equity Fund Growth

Balanced Equity | Aggressive Allocation

Nav : 78.12 ( -0.43%) April 18th, 2019

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Rank (of 245)

1

Annualized Returns(5 yrs)

14.78%

Investment Horizon

>3 Yr

Doubled Money

5yrs 0m

Returns since January 14th, 2000

11.26%

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.6Cr

Balanced Equity | Aggressive Allocation

Nav : 78.12 ( -0.43%) April 18th, 2019

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

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.6Cr

Rank (of 245)

1

Annualized Returns(5 yrs)

14.78%

Investment Horizon

>3 Yr

Doubled Money

5yrs 0m

Returns since January 14th, 2000

11.26%

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 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
2.09%
Fund Category Risk
Moderate
Std Dev (1Yr)
11.757
Std Dev (3Yr)
9.947
Std Dev (5Yr)
11.59
Asset Size
1739Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.26 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
8.12 %
Modified Duration
1.9
Contact Details
Phone No.
+91 22 67720555