Principal Hybrid Equity Fund - (G)

  • 5 years return (%) 13.79%
  • AUM (₹) ₹1120.46 Cr
  • NAV (₹) 112.75
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 50.45% 13.85% 13.79% 18.88%
Category Average 60.66% 19.51% 17.24% 20.52%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
50.45%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Hybrid Equity Fund - (G) 2.22 1120.4627 +14%
Franklin India Equity Hybrid Fund - (G) 2.2 1459.3674 +15%
AXIS Dynamic Equity Fund (G) 2.15 1458.694 +10%
Baroda Dynamic Equity Fund - Regular (G) 2.28 1451.4517 +0%
Union Balanced Advantage Fund (G) 2.21 1323.6902 +14%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    5.5% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.0% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    4.1% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    4.0% % Assets

AMC Details

Principal Mutual Fund

  • 8037.638 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