Principal Balanced Advantage Fund - Direct (G)

Principal Balanced Advantage Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,496 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
5.09%
11.28%
11.07%
10.19%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Balanced Advantage Fund - Direct (G)
5.09%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
Net CA & Others
12.43%
TREPS
6.76%
ICICI Bank
5.35%
Reliance Industr
5.35%
GSEC2022
3.67%

Fund Manager

B
Bekxy Kuriakose
R
Ravi Gopalakrishnan