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  2. Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Category: Balanced Funds Equity Oriented
Launch Date: 02-01-2013
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 1.45% As on (30-06-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 273.44 Cr As on (31-07-2017)
Turn over: 236%
NAV as on

(%)

CAGR Since Inception

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PERFORMANCE of Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Scheme Performance (%)

Data as on - 24-05-2018

Yearly Performance (%)

Fund Managers

Mr. P V K Mohan, Ms. Bekxy Kuriakose

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore. Prior to joining Principal AMC he has worked with UTI AMC. Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore. Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services.

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

RETURNS CALCULATOR for Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Balanced Fund-Direct Plan - Monthly Dividend Option 11.33 1.16 6.54 1.29 7.12 5.38
Balanced Funds Equity Oriented

PEER COMPARISION of Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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Ret (%)
3-Yrs
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5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Principal Balanced Fund-Direct Plan - Monthly Dividend Option

Asset Allocation (%)

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