Principal Hybrid Equity Fund Direct Plan Growth Option | Pros & Cons NAV(122.4)

Principal Hybrid Equity Fund Direct Plan Growth Option

Hybrid: Aggressive

Fund Information

Objective

To provide long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Very High Risk

Nifty 50

Benchmark

2013-01-02

Launched On

Open Ended

Type

Min SIP

300

Min Investment

1107

AUM in Crores

0.96

Expense Ratio

1.00

Exit Load

Principal Asset Management Pvt. Ltd.

Fund House

Ravi Gopalakrishnan, Bekxy Kuriakose, Ashish Aggarwal

Fund Managers

Principal Hybrid Equity Fund Direct Plan Option Pros & Cons

Pros

  • Principal Hybrid Equity Fund Direct Plan Growth Option has over performed index in 2012-2015, 2013-2016, 2014-2017, 2015-2018 years
  • Principal Hybrid Equity Fund Direct Plan Growth Option is ranking 4th in last 5 years

Cons

  • Principal Hybrid Equity Fund Direct Plan Growth Option has under performed index in 2008-2011, 2009-2012, 2016-2019, 2017-2020 years
  • Higher Expense Ratio

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Principal Hybrid Equity Fund Direct Plan Growth Option 
25.9815.4616.113.62
Nifty 50
15.718.9415.6911.3813.3111.27

Principal Hybrid Equity Fund Direct Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Principal Hybrid Equity Fund Direct Plan Growth Option 
13.4225.09-1.4114.1722.373.73
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Principal Hybrid Equity Fund Direct Plan Growth Option 
47.011.733.6040.3723.29
Nifty 50
56.0318.642.752--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
8.52
2020-03-11 - 2020-03-18
-13.57
Month2020-03-23 - 2020-04-23
16.52
2020-02-24 - 2020-03-24
-25.27
Quarter2020-03-23 - 2020-07-23
32.33
2019-12-04 - 2020-04-04
-21.97
Year2020-03-23 - 2021-03-23
68.26
2019-04-03 - 2020-04-03
-22.27

Portfolio

Stock NameSector% of Total Holdings
HDFC Bank Ltd.Financials5.8
Infosys Ltd.Technology5.41
ICICI Bank Ltd.Financials4.96
Reliance Industries Ltd.Energy4.55
Housing Development Finance Corporation Ltd.Financials3.09
Tata Consultancy Services Ltd.Technology2.31
State Bank Of IndiaFinancials2.22
Axis Bank Ltd.Financials1.98
Larsen & Toubro Ltd.Infrastructure1.95
Hindustan Unilever Ltd.FMCG1.67
Bharti Airtel Ltd.Media and Communications1.67
Ultratech Cement Ltd.Construction1.53
Kotak Mahindra Bank Ltd.Financials1.51
Bajaj Finance Ltd.Financials1.38
Divi's Laboratories Ltd.Healthcare1.36
Dixon Technologies (India) Ltd.Consumer Durables1.19
Motherson Sumi Systems Ltd.Automobile and Ancillaries1.17
ITC Ltd.FMCG1.15
Bajaj Finserv Ltd.Financials1.15
Maruti Suzuki India Ltd.Automobile and Ancillaries1.15
Polycab India Ltd.Capital Goods1.12
Tata Steel Ltd.Metals1.11
HCL Technologies Ltd.Technology1.05
Max Financial Services Ltd.Financials1.01
Hindalco Industries Ltd.Metals0.99
Bank Of BarodaFinancials0.92
Avenue Supermarts Ltd.Retail and Other Services0.91
Aarti Industries Ltd.Chemicals0.89
SBI Cards And Payment Services Ltd.Financials0.88
SBI Life Insurance Company Ltd.Financials0.88
Astral Ltd.Consumer Durables0.87
Tech Mahindra Ltd.Technology0.81
PI Industries Ltd.Chemicals0.81
Indraprastha Gas Ltd.Energy0.81
Ceat Ltd.Automobile and Ancillaries0.8
Cipla Ltd.Healthcare0.8
Shree Cement Ltd.Construction0.79
Tata Consumer Products Ltd.FMCG0.78
Atul Ltd.Chemicals0.77
SRF Ltd.Diversified0.76
Sun Pharmaceutical Industries Ltd.Healthcare0.76
Varun Beverages Ltd.FMCG0.74
Rossari Biotech Ltd.Chemicals0.74
Bharat Petroleum Corporation Ltd.Energy0.74
Dr. Reddys Laboratories Ltd.Healthcare0.74
Endurance Technologies Ltd.Automobile and Ancillaries0.71
Dabur India Ltd.FMCG0.67
Tata Motors Ltd.Automobile and Ancillaries0.65
Coforge Ltd.Technology0.65
NTPC Ltd.Energy0.64
Godrej Properties Ltd.Construction0.63
Can Fin Homes Ltd.Financials0.56
Computer Age Management Services Ltd.Technology0.56
Ipca Laboratories Ltd.Healthcare0.53
Mphasis Ltd.Technology0.53
Info Edge (India) Ltd.Technology0.44
The Federal Bank Ltd.Financials0.17
Chennai Super Kings Cricket Ltd.Retail and Other Services0

AUM Yearly

YearScheme Total AumCategory Total Aum
20211078.680.00
20201102.370.00
20191427.62156110.37

Principal Hybrid Equity Fund Direct Plan Option Details

Principal Hybrid Equity Fund Direct Plan Growth Option is a mutual fund scheme launched by Principal Asset Management Pvt. Ltd..This fund has been launched on 2013-01-02. Principal Hybrid Equity Fund Direct Plan Growth Option currently has 1107 crores of assets under management (AUM) and has an expense ratio of 0.96 which is higher than what most other Large Cap funds charge.


Principal Hybrid Equity Fund Direct Plan Growth Option has given returns of 25.98% in the last 1 year and 15.46% in the last 3 years. And since launch the fund has given 17.1% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.300.

The top holdings of the fund are HDFC Bank Ltd. , Infosys Ltd. , ICICI Bank Ltd. , Reliance Industries Ltd. , Housing Development Finance Corporation Ltd.

Frquently Asked Questions

1. What is the NAV of Principal Hybrid Equity Fund Direct Plan Option?

The current Net Asset Value (NAV) of the Principal Hybrid Equity Fund Direct Plan Option is 122.4

2. Principal Hybrid Equity Fund Direct Plan Option Rolling Returns

The 3 year rolling returns of the Principal Hybrid Equity Fund Direct Plan Option:

  • Mean : 13.42%
  • Max : 25.09%
  • Min : -1.41%

3. How do I invest in Principal Hybrid Equity Fund Direct Plan Option?

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  3. Invest and enjoy the returns

Principal Hybrid Equity Fund Direct Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.