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Principal Hybrid Equity Fund-Growth

Category: Hybrid: Aggressive
Launch Date: 14-01-2000
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.14% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,600 Cr As on (31-07-2019)
Turn over: 19%
NAV as on 18-09-2019

72.06

0.2 (0.2775%)

CAGR Since Inception

10.55%

NIFTY 50 TRI 13.11%

PERFORMANCE of Principal Hybrid Equity Fund-Growth

Scheme Performance (%)

Data as on - 18-09-2019

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 Hybrid Equity Fund-Growth

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 Hybrid Equity Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Hybrid Equity Fund-Growth 11.3 0.72 5.39 1.18 7.38 2.63
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Principal Hybrid Equity Fund-Growth

Period
Data as on - 18-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Hybrid Equity Fund-Growth 14-01-2000 -6.54 -0.26 7.34 8.54 10.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 5.9 4.85 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 5.06 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 4.23 5.29 8.09 9.64 11.43
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 3.88 0.0 0.0 0.0 0.0
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 3.32 3.96 5.05 4.65 6.83
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 2.05 1.91 6.15 9.28 10.57
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 05-07-2015 1.39 3.39 8.59 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 1.08 2.82 7.1 8.7 11.87
Essel Equity Hybrid Fund - Regular Plan - Growth 23-04-2018 0.18 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Principal Hybrid Equity Fund-Growth

Asset Allocation (%)

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