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
₹177.9822
+1.10%
(22 Nov)
AUM
5,358 Cr
TER
0.7%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+34.8%
+26.8%
+26.1%
+25.5%
+24.5%
+23.0%
3Y
+21.9%
+17.9%
+17.7%
+18.3%
+13.9%
+11.9%
5Y
+25.2%
+26.6%
+19.6%
+22.0%
+16.8%
+16.6%
ALL
+15.4%
+18.1%
+15.0%
+17.9%
+14.2%
+21.5%
VOL
14.3%
14.2%
12.8%
12.1%
-
12.3%
TER
0.6%
0.9%
0.4%
1.0%
-
0.7%
AUM
₹679 Cr
₹1,010 Cr
₹2,195 Cr
₹40,203 Cr
-
₹5,358 Cr
INFO
1.07
1.28
1.17
1.47
-
1.75
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 Sep
Top holdings
Reliance Industries Ltd
4.6%
HDFC Bank Ltd
4.0%
ICICI Bank Ltd
3.9%
07.18 Goi 14082033
3.8%
Treps
3.0%
Infosys Ltd
3.0%
Bharti Airtel Ltd
3.0%
Kalyan Jewellers India Ltd
2.8%
Larsen & Toubro Ltd
2.2%
7.23% Goi 15/04/2039
1.9%
Top industry exposure
Financial Services
18.0%
Consumer Cyclical
14.1%
Industrials
8.0%
Technology
7.2%
Energy
6.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
59%
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