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
₹166.3127
-0.42%
(27 Feb)
AUM
5,436 Cr
TER
0.82%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+9.7%
+8.6%
+7.2%
+5.5%
+5.0%
+4.1%
3Y
+16.4%
+17.6%
+18.0%
+21.3%
+12.2%
+12.6%
5Y
+18.9%
+18.2%
+21.7%
+23.1%
+14.9%
+15.0%
ALL
+19.4%
+14.4%
+17.3%
+14.3%
+20.5%
+13.3%
VOL
12.7%
12.8%
12.1%
14.3%
12.2%
-
TER
0.5%
0.4%
1.0%
0.7%
0.8%
-
AUM
₹1,524 Cr
₹2,371 Cr
₹39,770 Cr
₹752 Cr
₹5,436 Cr
-
INFO
1.52
1.12
1.43
1.00
1.67
-
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
7.1% Govt Stock 2034
5.7%
Treps
4.4%
HDFC Bank Ltd
4.1%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
4.0%
Infosys Ltd
3.2%
Bharti Airtel Ltd
3.0%
Larsen & Toubro Ltd
2.1%
State Bank of India
2.0%
7.23% Govt Stock 2039
1.9%
Top industry exposure
Financial Services
18.0%
Consumer Cyclical
12.2%
Technology
8.0%
Industrials
7.2%
Healthcare
5.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
56%
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