Principal Equity Savings Fund Regular Plan Growth

Hybrid Generate Income and create wealth
Equity Savings
Category Rank
Principal Equity Savings Fund Regular Plan Growth
Rating
Fund
Time to Invest
Principal Equity Savings Fund Regular Plan Growth
NAV
35.2222
(29/05/2020)
L 52Wk H
32.02
37.24
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Principal Equity Savings Fund Regular Plan Growth

Hybrid
Equity Savings
Generate Income and create wealth
Rank Principal Equity Savings Fund Regular Plan Growth
Fund
NAV
35.2222
(29/05/2020)
Time to Invest
Principal Equity Savings Fund Regular Plan Growth
Rating
L 52Wk H
32.02
37.24
Investment Objective

The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments arbitrage opportunities andinvestments in debt and money market instruments.However there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns. .

Category
  • Hybrid - Equity Savings
Benchmark
  • Crisil 10 Yr Gilt Index
  • NIFTY 50 Equity Savings Index
Returns
1M
0.85%
3M
-3.34%
6M
-4.58%
1Y
-2.81%
3Y
2.64%
5Y
4.51%
Historical NAV
NAV for scheme Principal Equity Savings Fund - Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Principal Equity Savings Fund Regular Plan Growth

AUM

36.13 Cr
Principal Equity Savings Fund Regular Plan Growth AUM is 92% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - NIL
Lock In Period - NIL

Expense Ratio

2.42%
Principal Equity Savings Fund Regular Plan Growth Expense Ratio is 90% lower than other schemes in the category

Turnover Ratio

580.00%
Principal Equity Savings Fund Regular Plan Growth Turnover Ratio is 57% higher than other schemes in the category