Principal Hybrid Equity Fund - (IDCW-M)

  • 5 years return (%) 13.98%
  • AUM (₹) ₹1114.88 Cr
  • NAV (₹) 30.43
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 48.92% 16.07% 13.98% 435.85%
Category Average 54.36% 23.04% 18.48% 24.31%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
48.92%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Hybrid Equity Fund - (IDCW-M) 2.22 1114.8841 +16%
Baroda Dynamic Equity Fund - Regular (G) 2.28 1484.656 +0%
Franklin India Equity Hybrid Fund - (G) 2.2 1469.9802 +18%
Union Balanced Advantage Fund (G) 2.21 1448.3893 +15%
Motilal Oswal Dynamic Fund (G) 2.24 1185.7522 +11%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    5.2% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    4.8% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    4.3% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    3.4% % Assets

AMC Details

Principal Mutual Fund

  • 8930.0128 Cr

    AUM

Contact Details

Unit no. 002, Ground Floor, B (West)
Wing,Satellite Gazebo, Andheri
Ghatkopar Link Road, Mumbai-400093.

67720555 | 67720512
customer@principalindia.com