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
₹174.1418
-0.39%
(17 Jan)
AUM
5,544 Cr
TER
0.71%
Risk
High Risk
Rating
Insights
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Compare with other fund
1Y
+18.4%
+18.1%
+17.2%
+14.8%
+14.1%
+14.1%
3Y
+20.5%
+15.4%
+16.6%
+17.4%
+11.7%
+10.9%
5Y
+24.2%
+25.6%
+19.0%
+21.1%
+15.7%
+15.7%
ALL
+15.0%
+17.8%
+14.9%
+17.7%
+13.9%
+21.1%
VOL
14.3%
14.2%
12.8%
12.1%
-
12.2%
TER
0.7%
0.8%
0.3%
1.0%
-
0.7%
AUM
₹763 Cr
₹1,108 Cr
₹2,363 Cr
₹39,770 Cr
-
₹5,544 Cr
INFO
1.05
1.25
1.17
1.46
-
1.72
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 Nov
Top holdings
7.1% Govt Stock 2034
5.7%
HDFC Bank Ltd
4.3%
ICICI Bank Ltd
4.0%
Reliance Industries Ltd
3.5%
Infosys Ltd
3.2%
Bharti Airtel Ltd
3.0%
Treps
2.9%
Kalyan Jewellers India Ltd
2.5%
Larsen & Toubro Ltd
2.2%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
18.3%
Consumer Cyclical
13.8%
Industrials
7.8%
Technology
7.7%
Healthcare
5.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
67%
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