Principal Equity Savings Fund (Div-H)

Principal Equity Savings Fund (Div-H)

AMC Name: PRINCIPAL Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Ravi Gopalakrishna
Fund Horizon OPEN
Inception Date 03-Jun-2002
Scheme AUM(CR) ` 52.29
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,15,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.42

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -1.23% -5.05%
3 Month -0.80% -7.84%
6 Month 2.15% 0.49%
1 Year 0.58% -5.98%
3 Year 5.33% 9.02%
5 Year 6.19% 7.66%
Since Inception 7.42% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others