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
₹171.5076
-1.22%
(4 Apr)
AUM
5,236 Cr
TER
0.08%
Risk
High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.1%
+10.5%
+9.4%
+7.2%
+6.2%
+6.1%
3Y
+15.9%
+17.4%
+17.9%
+12.2%
+20.2%
+12.4%
5Y
+26.0%
+25.9%
+29.8%
+22.0%
+30.7%
+22.3%
ALL
+19.8%
+14.6%
+17.6%
+20.6%
+14.3%
+13.5%
VOL
12.7%
12.8%
12.1%
12.2%
14.3%
-
TER
0.6%
0.3%
1.0%
0.1%
0.7%
-
AUM
₹1,463 Cr
₹2,290 Cr
₹38,507 Cr
₹5,236 Cr
₹729 Cr
-
INFO
1.56
1.14
1.45
1.69
1.00
-
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 28th Feb
Top holdings
7.1% Govt Stock 2034
5.9%
Sundaram Money Market Dir Gr
4.6%
ICICI Bank Ltd
4.5%
HDFC Bank Ltd
4.3%
Reliance Industries Ltd
4.1%
Bharti Airtel Ltd
3.0%
Infosys Ltd
3.0%
State Bank of India
2.5%
7.23% Govt Stock 2039
2.0%
Larsen & Toubro Ltd
1.9%
Top industry exposure
Financial Services
19.6%
Consumer Cyclical
11.2%
Technology
8.3%
Industrials
6.0%
Energy
5.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
57%
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