Principal Hybrid Equity Fund- Direct Plan - Growth Option

Principal Hybrid Equity Fund- Direct Plan - Growth Option of Principal Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.34

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

1601.2766

Asset Class

Hybrid-Equity

Net Asset Value:

79.01

Rating

3

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

1.43 Times

Fund Manager Details:

P V K Mohan B.Tech, PGDM from IIM, Bangalore Over 16 Years of experience in indian equity markets, Prior assignments were with ICICI Prudential Asset Mgmt. Company Limited, DSP BlackRock Investment Managers Private Limited and IL&FS Mutual Fund

Objective:

The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

Top Holdings:

  • Banks (13.2)
  • IT - Software (8.6)
  • FMCG (7.51)
  • Finance (3.87)
  • Refineries (3.72)
  • Power Generation & Distribution (3.6)
  • Tobacco Products (2.83)
  • Automobile (2.7)
  • Pharmaceuticals (1.8)
  • Steel (1.7)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition