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
₹174.1388
-2.32%
(19 Mar)
AUM
8,142 Cr
TER
0.74%
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
+7.0%
+6.6%
+4.2%
+3.1%
+1.9%
-1.8%
3Y
+18.0%
+18.9%
+16.6%
+13.3%
+12.6%
+16.9%
5Y
+18.2%
+17.5%
+15.4%
+11.7%
+11.2%
+14.7%
ALL
+16.6%
+15.4%
+13.7%
+11.2%
+19.1%
+13.0%
VOL
11.9%
14.4%
12.6%
-
12.0%
14.1%
TER
0.9%
0.7%
0.4%
-
0.7%
0.8%
AUM
₹50,205 Cr
₹1,360 Cr
₹3,546 Cr
-
₹8,142 Cr
₹735 Cr
INFO
1.39
1.07
1.09
-
1.58
0.92
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
HDFC Bank Ltd
6.9%
Treps
5.9%
ICICI Bank Ltd
4.8%
Reliance Industries Ltd
3.8%
Larsen & Toubro Ltd
3.7%
Bharti Airtel Ltd
3.4%
6.48% Gs 2035
2.8%
Mahindra & Mahindra Ltd
2.7%
Kotak Mahindra Bank Ltd
2.6%
Bajaj Finance Ltd
2.2%
Top industry exposure
Financial Services
25.3%
Industrials
9.3%
Consumer Cyclical
9.3%
Technology
5.8%
Energy
5.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
92%
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