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
₹159.1168
+0.11%
(23 Feb)
AUM
4,191 Cr
TER
0.73%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+50.9%
+46.7%
+39.9%
+38.5%
+29.2%
+28.1%
3Y
+23.8%
+27.5%
+28.1%
+25.3%
+16.1%
+15.8%
5Y
+19.9%
+23.6%
+27.4%
+22.2%
+15.8%
+15.3%
ALL
+15.1%
+18.0%
+18.8%
+18.3%
+14.1%
+22.0%
VOL
14.4%
13.9%
14.2%
12.2%
-
12.4%
TER
0.6%
1.4%
0.8%
1.0%
-
0.7%
AUM
₹167 Cr
₹636 Cr
₹1,678 Cr
₹31,196 Cr
-
₹4,191 Cr
INFO
1.05
1.29
1.33
1.49
-
1.78
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 Jan
Top holdings
Reliance Industries Ltd
4.8%
HDFC Bank Ltd
4.5%
ICICI Bank Ltd
4.2%
Treps
3.4%
Infosys Ltd
3.2%
Bharti Airtel Ltd
2.8%
Larsen & Toubro Ltd
2.6%
7.26% Govt Stock 2033
2.4%
7.18% Govt Stock 2033
2.2%
Sun Pharmaceuticals Industries Ltd
2.2%
Top industry exposure
Financial Services
21.5%
Consumer Cyclical
9.2%
Industrials
8.0%
Technology
7.0%
Consumer Defensive
6.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
72%
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
Ravi Gopalakrishnan
S. Bharath
Sandeep Agarwal

FAQs