Principal Hybrid Equity Fund - Direct (G)

Principal Hybrid Equity Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹5,436 cr

Fund Size

₹300

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
4.71%
12.02%
14.97%
13.77%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Hybrid Equity Fund - Direct (G)
4.71%
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
ICICI Bank
5.82%
Infosys
5.07%
HDFC Bank
4.79%
TREPS
4.42%
H D F C
4.37%

Fund Manager

B
Bekxy Kuriakose
R
Ravi Gopalakrishnan
A
Ashish Aggarwal