Principal Hybrid Equity Fund Regular Plan Growth

Hybrid Generate Income and create wealth
Aggressive Hybrid Fund
Category Rank
Principal Hybrid Equity Fund Regular Plan Growth
Rating
Fund
Time to Invest
Principal Hybrid Equity Fund Regular Plan Growth
NAV
72.91
(10/07/2020)
L 52Wk H
56.87
78.75
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Principal Hybrid Equity Fund Regular Plan Growth

Hybrid
Aggressive Hybrid Fund
Generate Income and create wealth
Rank Principal Hybrid Equity Fund Regular Plan Growth
Fund
NAV
72.91
(10/07/2020)
Time to Invest
Principal Hybrid Equity Fund Regular Plan Growth
Rating
L 52Wk H
56.87
78.75
Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities .

Category
  • Hybrid - Aggressive Hybrid Fund
Benchmark
  • NIFTY 50 - TRI
  • CRISIL Hybrid 35+65 - Aggressive Index
Returns
1M
5.76%
3M
12.41%
6M
-5.97%
1Y
-2.94%
3Y
2.24%
5Y
7.44%
Historical NAV
NAV for scheme Principal Hybrid Equity Fund-Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Principal Hybrid Equity Fund Regular Plan Growth

AUM

1087.07 Cr
Principal Hybrid Equity Fund Regular Plan Growth AUM is 66% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 24% of units within 1Y 1% in excess of limit within 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

2.23%
Principal Hybrid Equity Fund Regular Plan Growth Expense Ratio is 73% lower than other schemes in the category

Turnover Ratio

149.00%
Principal Hybrid Equity Fund Regular Plan Growth Turnover Ratio is 53% higher than other schemes in the category