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
₹182.2589
-0.46%
(13 Jun)
AUM
6,146 Cr
TER
0.7%
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
+10.3%
+10.2%
+7.5%
+6.3%
+5.7%
+0.6%
3Y
+22.4%
+22.3%
+17.2%
+18.3%
+25.0%
+26.5%
5Y
+23.8%
+24.1%
+19.8%
+20.6%
+29.0%
+28.6%
ALL
+14.9%
+20.4%
+20.8%
+16.4%
+17.4%
+14.6%
VOL
12.8%
12.7%
12.2%
-
14.6%
14.3%
TER
0.4%
0.5%
0.7%
-
0.8%
0.6%
AUM
₹2,749 Cr
₹1,705 Cr
₹6,146 Cr
-
₹1,198 Cr
₹822 Cr
INFO
1.16
1.60
1.70
-
1.19
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 Apr
Top holdings
HDFC Bank Ltd
5.6%
ICICI Bank Ltd
5.6%
Reliance Industries Ltd
5.5%
7.1% Govt Stock 2034
5.3%
Bharti Airtel Ltd
3.3%
Treps
2.9%
State Bank of India
2.8%
Axis Bank Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
Infosys Ltd
2.2%
Top industry exposure
Financial Services
22.6%
Consumer Cyclical
9.9%
Technology
7.0%
Energy
6.9%
Consumer Defensive
6.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
73%
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