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
₹186.3206
+0.54%
(6 Oct)
AUM
6,680 Cr
TER
0.69%
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
+5.0%
+2.9%
+0.5%
+0.3%
-0.2%
-4.1%
3Y
+21.1%
+20.2%
+15.8%
+14.5%
+20.8%
+23.2%
5Y
+26.6%
+21.9%
+18.0%
+17.4%
+23.7%
+22.7%
ALL
+17.6%
+14.7%
+12.6%
+20.4%
+16.8%
+14.3%
VOL
12.0%
12.7%
-
12.1%
14.4%
14.2%
TER
1.0%
0.4%
-
0.7%
0.7%
0.7%
AUM
₹45,168 Cr
₹3,045 Cr
-
₹6,680 Cr
₹1,253 Cr
₹804 Cr
INFO
1.47
1.16
-
1.68
1.16
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 31st Aug
Top holdings
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
6.1%
Reliance Industries Ltd
4.8%
Cash Offset For Derivatives
4.7%
7.1% Govt Stock 2034
4.6%
Bharti Airtel Ltd
3.6%
State Bank of India
2.8%
Kotak Mahindra Bank Ltd
2.8%
Larsen & Toubro Ltd
2.5%
Embassy Office Parks REIT
2.0%
Top industry exposure
Financial Services
29.7%
Consumer Cyclical
7.8%
Industrials
7.3%
Energy
5.7%
Consumer Defensive
5.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
92%
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