Principal Balanced Advantage Fund - Direct (G)

Principal Balanced Advantage Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

0.47%

Expense Ratio

₹1,533 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
20.53%
13.07%
12.57%
10.99%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Balanced Advantage Fund - Direct (G)
20.53%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
52.9%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%

Holdings

Holdings
Sector Wise
H D F C
5.73%
ICICI Bank
4.3%
Infosys
4.18%
St Bk of India
3.78%
TBILL-182D
3.03%

Fund Manager

B
Bekxy Kuriakose
R
Ravi Gopalakrishnan