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
₹182.7099
+0.39%
(23 May)
AUM
5,924 Cr
TER
0.7%
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
+12.2%
+11.3%
+10.3%
+8.2%
+8.0%
+2.0%
3Y
+21.6%
+21.8%
+16.7%
+17.2%
+22.9%
+24.6%
5Y
+25.4%
+28.4%
+21.3%
+21.8%
+29.7%
+29.7%
ALL
+14.9%
+17.8%
+20.9%
+13.7%
+17.2%
+14.5%
VOL
12.8%
12.1%
12.3%
-
14.6%
14.3%
TER
0.4%
1.0%
0.7%
-
0.8%
0.6%
AUM
₹2,612 Cr
₹42,340 Cr
₹5,924 Cr
-
₹1,095 Cr
₹802 Cr
INFO
1.16
1.47
1.71
-
1.18
1.01
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 Apr
Top holdings
HDFC Bank Ltd
5.6%
ICICI Bank Ltd
5.6%
Reliance Industries Ltd
5.5%
7.1% Govt Stock 2034
5.3%
Bharti Airtel Ltd
3.3%
Treps
2.9%
State Bank of India
2.8%
Axis Bank Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
Infosys Ltd
2.2%
Top industry exposure
Financial Services
22.6%
Consumer Cyclical
9.9%
Technology
7.0%
Energy
6.9%
Consumer Defensive
6.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
73%
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