Principal Hybrid Equity Fund - Direct (IDCW-M)

  • 5 years return (%) 14.15%
  • AUM (₹) ₹1080.14 Cr
  • NAV (₹) 39.11
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 38.92% 11.32% 14.15% 52.86%
Category Average 39.86% 13.30% 14.78% 5.89%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
38.92%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Hybrid Equity Fund - Direct (IDCW-M) 1 1080.14 +11%
Franklin India Equity Hybrid Fund - (G) 2.22 1417.2306 +13%
AXIS Dynamic Equity Fund (G) 2.24 1337.3496 +8%
Baroda Dynamic Equity Fund - Regular (G) 2.15 1248.0683 +0%
Motilal Oswal Dynamic Fund (G) 2.23 1229.1659 +7%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    5.9% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.5% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    5.0% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    4.5% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    4.2% % Assets

AMC Details

Principal Mutual Fund

  • 8037.638 Cr

    AUM

Contact Details

Exchange Plaza, 'B' Wing, 2nd Floor,
NSE Building, Bandra Kurla -
Complex, Bandra (East),Mumbai 400051.

67720555 | 67720512
customer@principalindia.com