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
₹161.7506
-0.92%
(7 May)
AUM
4,436 Cr
TER
0.78%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+57.3%
+47.8%
+39.9%
+38.5%
+29.1%
+28.6%
3Y
+24.8%
+24.3%
+25.6%
+22.6%
+16.0%
+16.2%
5Y
+20.9%
+23.4%
+21.3%
+26.1%
+15.2%
+14.9%
ALL
+15.4%
+18.2%
+18.3%
+18.7%
+14.0%
+21.8%
VOL
14.3%
13.9%
12.2%
14.2%
-
12.3%
TER
0.3%
1.2%
1.0%
0.8%
-
0.8%
AUM
₹223 Cr
₹665 Cr
₹33,502 Cr
₹1,869 Cr
-
₹4,436 Cr
INFO
1.07
1.31
1.50
1.32
-
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 Mar
Top holdings
Reliance Industries Ltd
5.2%
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.2%
Cash And Other Net Current Assets^
2.9%
Bharti Airtel Ltd
2.8%
Infosys Ltd
2.8%
Larsen & Toubro Ltd
2.7%
7.18% Govt Stock 2033
2.5%
Kalyan Jewellers India Ltd
2.4%
Sun Pharmaceuticals Industries Ltd
2.3%
Top industry exposure
Financial Services
20.4%
Consumer Cyclical
10.9%
Industrials
8.3%
Technology
6.0%
Healthcare
5.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
69%
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