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
₹179.7644
-0.68%
(7 Nov)
AUM
5,506 Cr
TER
0.68%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+44.7%
+39.7%
+33.9%
+33.4%
+28.9%
+27.7%
3Y
+22.8%
+20.4%
+19.4%
+19.9%
+13.7%
+12.8%
5Y
+26.8%
+28.1%
+20.6%
+22.9%
+17.0%
+17.0%
ALL
+15.8%
+18.8%
+15.4%
+18.4%
+14.3%
+21.8%
VOL
14.3%
14.2%
12.9%
12.2%
-
12.3%
TER
0.6%
1.1%
0.4%
1.0%
-
0.7%
AUM
₹643 Cr
₹1,000 Cr
₹2,198 Cr
₹41,396 Cr
-
₹5,506 Cr
INFO
1.10
1.33
1.20
1.51
-
1.77
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
50%
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