Principal Hybrid Equity Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Hybrid Equity Growth Direct Plan

NAV
₹184.4457
-0.68%
(25 Jul)
AUM
6,429 Cr
TER
0.68%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.8%
+6.5%
+4.3%
+3.5%
+0.9%
-2.4%
3Y
+21.1%
+21.4%
+15.7%
+16.6%
+22.5%
+24.0%
5Y
+22.3%
+25.8%
+17.9%
+18.7%
+27.0%
+23.3%
ALL
+14.9%
+17.6%
+20.7%
+13.1%
+17.1%
+14.6%
VOL
12.7%
12.0%
12.2%
-
14.5%
14.2%
TER
0.4%
1.0%
0.7%
-
0.7%
0.5%
AUM
₹2,926 Cr
₹44,552 Cr
₹6,429 Cr
-
₹1,250 Cr
₹862 Cr
INFO
1.17
1.46
1.70
-
1.18
1.02
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Hybrid Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
5.4%
ICICI Bank Ltd
5.3%
7.1% Govt Stock 2034
4.9%
Cash Offset For Derivatives
3.6%
Bharti Airtel Ltd
3.4%
Treps
3.1%
State Bank of India
2.9%
Kotak Mahindra Bank Ltd
2.3%
Infosys Ltd
2.3%
Top industry exposure
Financial Services
25.5%
Consumer Cyclical
9.8%
Energy
6.4%
Technology
6.0%
Industrials
5.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
80%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Clyton Fernandes

FAQs