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
₹190.2460
-0.18%
(28 Oct)
AUM
6,944 Cr
TER
0.68%
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
+10.7%
+8.6%
+6.0%
+5.9%
+4.2%
+0.7%
3Y
+20.3%
+19.5%
+15.5%
+14.5%
+20.9%
+22.3%
5Y
+27.2%
+22.1%
+18.1%
+17.6%
+24.0%
+22.9%
ALL
+17.7%
+14.8%
+13.2%
+20.5%
+16.7%
+14.5%
VOL
12.0%
12.7%
-
12.1%
14.4%
14.2%
TER
0.9%
0.4%
-
0.7%
0.7%
0.7%
AUM
₹46,392 Cr
₹3,161 Cr
-
₹6,944 Cr
₹1,280 Cr
₹796 Cr
INFO
1.48
1.17
-
1.70
1.16
1.02
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
HDFC Bank Ltd
7.3%
Cash Offset For Derivatives
6.3%
ICICI Bank Ltd
5.7%
Reliance Industries Ltd
4.6%
7.1% Govt Stock 2034
4.4%
Bharti Airtel Ltd
4.0%
State Bank of India
3.0%
Treps
2.8%
Kotak Mahindra Bank Ltd
2.7%
Larsen & Toubro Ltd
2.5%
Top industry exposure
Financial Services
30.3%
Consumer Cyclical
8.1%
Industrials
8.0%
Energy
5.7%
Basic Materials
4.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
90%
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