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 Mar
Top holdings
Reliance Industries Ltd
5.2%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.2%
Cash And Other Net Current Assets^
2.9%
Bharti Airtel Ltd
2.8%
Infosys Ltd
2.8%
Larsen & Toubro Ltd
2.7%
7.18% Govt Stock 2033
2.5%
Kalyan Jewellers India Ltd
2.4%
Sun Pharmaceuticals Industries Ltd
2.3%
Top industry exposure
Financial Services
20.4%
Consumer Cyclical
10.9%
Industrials
8.3%
Technology
6.0%
Healthcare
5.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
69%
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.