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 Jun
Top holdings
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
5.4%
ICICI Bank Ltd
5.3%
7.1% Govt Stock 2034
4.9%
Cash Offset For Derivatives
3.6%
Bharti Airtel Ltd
3.4%
Treps
3.1%
State Bank of India
2.9%
Kotak Mahindra Bank Ltd
2.3%
Infosys Ltd
2.3%
Top industry exposure
Financial Services
25.5%
Consumer Cyclical
9.8%
Energy
6.4%
Technology
6.0%
Industrials
5.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
80%
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.