Principal Balanced Advantage Fund (IDCW-M)

Principal Balanced Advantage Fund (IDCW-M)

ModerateEquityHybrid

Scheme Details

-%

Expense Ratio

₹1,496 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

3.6%

9.62%

9.29%

8.44%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Principal Balanced Advantage Fund (IDCW-M)

Holdings

Holdings

Sector Wise

Net CA & Others

12.43%

TREPS

6.76%

Reliance Industr

5.35%

ICICI Bank

5.35%

GSEC2022

3.67%

Fund Manager

B

Bekxy Kuriakose

R

Ravi Gopalakrishnan