Principal Hybrid Equity Fund - Direct (G)

Principal Hybrid Equity Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

0.81%

Expense Ratio

₹5,358 cr

Fund Size

₹300

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
25.04%
14.1%
17.21%
14.92%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Hybrid Equity Fund - Direct (G)
25.04%
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
Infosys
6.68%
HDFC Bank
5.94%
ICICI Bank
5.44%
Sun Pharma.Inds.
4.21%
H D F C
4.04%

Fund Manager

B
Bekxy Kuriakose
R
Ravi Gopalakrishnan
A
Ashish Aggarwal