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
₹188.3639
-0.61%
(9 Jan)
AUM
7,846 Cr
TER
0.64%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
+13.0%
+9.3%
+5.8%
+5.8%
+1.5%
-0.6%
3Y
+19.6%
+18.3%
+13.6%
+14.6%
+19.3%
+19.1%
5Y
+21.4%
+17.9%
+13.5%
+13.9%
+19.7%
+17.2%
ALL
+17.4%
+19.1%
+20.1%
+12.2%
+16.2%
+13.9%
VOL
11.9%
12.3%
12.0%
-
14.3%
14.1%
TER
0.9%
0.5%
0.6%
-
0.7%
0.7%
AUM
₹49,223 Cr
₹2,108 Cr
₹7,846 Cr
-
₹1,321 Cr
₹811 Cr
INFO
1.46
1.55
1.67
-
1.13
0.99
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 31st Dec
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.2%
Bharti Airtel Ltd
3.8%
7.1% Govt Stock 2034
3.3%
Larsen & Toubro Ltd
3.2%
Treps
3.1%
Sundaram Liquid Dir Gr
2.9%
Mahindra & Mahindra Ltd
2.8%
Kotak Mahindra Bank Ltd
2.7%
Top industry exposure
Financial Services
26.5%
Consumer Cyclical
9.0%
Industrials
8.1%
Energy
5.2%
Technology
4.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
94%
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