Principal Hybrid Equity Fund - Direct (G)

  • 3 years return (%) 11.17%
  • AUM (₹) ₹1052.17 Cr
  • NAV (₹) 109.79
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 49.62% 11.17% 15.54% 6.27%
Category Average 58.55% 15.33% 16.15% 5.29%
Rank 6 2 2 --
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
49.62%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 1 Year
Principal Mutual Fund 1.02 1078.6822 +50%
Tata Mutual Fund 2.17 1428.7956 +42%
Franklin Templeton Mutual Fund 2.22 1393.0614 +52%
Axis Mutual Fund 2.2 1348.8399 +24%
Motilal Oswal Mutual Fund 2.21 1233.8467 +22%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    5.4% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.0% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    4.8% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    4.6% % Assets

AMC Details

Principal Mutual Fund

  • 7768.2303 Cr

    AUM

Contact Details

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

67720555 | 67720512
customer@principalindia.com