Principal Hybrid Equity Fund Add to compare
78.12
-0.34
(-0.43%)
1 day change as on 18 Apr 2019
Investment Objective: Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 1673.63
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
14-01-2000 P V K Mohan,Bekxy Kuriakose 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index customer@principalindia.com / www.principalindia.com
AMC Name
Principal Asset Management Private Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Principal Hybrid Equity Fund 1738.72 1.92 4.20 7.04 2.57 15.95 14.88 11.29
Mirae Asset Hybrid - Equity Fund 1655.59 2.43 6.68 11.63 10.59 14.62 -- 11.39
BNP Paribas Substantial Equity Hybrid Fund 272.56 2.35 5.16 11.06 7.59 -- -- 8.41
Canara Robeco Equity Hybrid Fund 2019.05 1.64 5.36 10.28 6.95 12.97 14.95 11.28
Quant Absolute Fund 2.91 3.44 4.64 11.72 6.91 10.84 13.77 15.69
SBI Equity Hybrid Fund 29672.19 2.39 5.82 11.63 6.81 12.00 14.82 15.71
Top 10 Holdings
Company Name Sector Name Asset %
6.98 NABARD Sep 30 2020 Financial Services 1.71
8.4 Indian Railway Finance Corporation Ltd. Jan 8 2029 Financial Services 1.46
Power Finance Corporation Ltd. (90D) Financial Services 1.43
Triparty Repo Current Assets 1.41
Axis Bank Ltd. Financial Services 1.38
 
Company Name Sector Name Asset %
7 Reliance Industries Ltd. Aug 31 2022 Energy 1.17
Berger Paints Ltd. (15D) Consumer Goods 1.15
IDFC First Bank Ltd. Financial Services 1.14
India Cements Ltd. Cement & Cement Products 1.12
Hindustan Construction Co. Ltd. Construction 1.09
AUM Movement
Asset Allocation