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
₹179.7789
-0.05%
(30 Apr)
AUM
5,619 Cr
TER
0.8%
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
+12.5%
+11.7%
+11.0%
+10.0%
+7.3%
+3.4%
3Y
+18.5%
+18.9%
+19.7%
+14.5%
+14.3%
+22.2%
5Y
+23.6%
+23.3%
+27.2%
+19.7%
+19.9%
+27.9%
ALL
+20.3%
+14.8%
+17.8%
+20.9%
+13.8%
+14.4%
VOL
12.8%
12.8%
12.1%
12.2%
-
14.3%
TER
0.5%
0.4%
1.0%
0.8%
-
0.7%
AUM
₹1,567 Cr
₹2,487 Cr
₹40,962 Cr
₹5,619 Cr
-
₹768 Cr
INFO
1.59
1.15
1.47
1.70
-
1.01
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 Mar
Top holdings
HDFC Bank Ltd
5.8%
7.1% Govt Stock 2034
5.5%
ICICI Bank Ltd
4.7%
Reliance Industries Ltd
4.7%
Sundaram Money Market Dir Gr
3.6%
Bharti Airtel Ltd
3.2%
State Bank of India
2.9%
Infosys Ltd
2.6%
Axis Bank Ltd
2.3%
Kotak Mahindra Bank Ltd
2.2%
Top industry exposure
Financial Services
22.0%
Consumer Cyclical
11.5%
Technology
7.8%
Energy
6.3%
Industrials
5.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
63%
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