Principal Hybrid Equity Fund-Growth

Category: Hybrid: Aggressive
Launch Date: 14-01-2000
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.23% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,048.76 Cr As on (31-01-2021)
Turn over: 35.00
NAV as on 05-03-2021

95.24

-0.8 (-0.84%)

CAGR Since Inception

11.24%

NIFTY 50 TRI 13.97%

PERFORMANCE of Principal Hybrid Equity Fund-Growth

Scheme Performance (%) Data as on - 05-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Principal Hybrid Equity Fund-Growth 26.43 8.55 14.97 12.47 11.24
NIFTY 50 TRI 35.58 14.4 16.54 11.91 13.97
Hybrid: Aggressive 25.86 9.93 12.67 11.5 12.56

Yearly Performance (%)

Nav Movement

Fund Managers

Ashish Aggarwal

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

RETURNS CALCULATOR for Principal Hybrid Equity Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Principal Hybrid Equity Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Hybrid Equity Fund-Growth 11.3 0.72 5.39 1.18 7.38 2.79
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Principal Hybrid Equity Fund-Growth

Period
Data as on - 05-03-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Hybrid Equity Fund-Growth 14-01-2000 26.43 12.58 8.55 14.97 12.47
Quant Absolute Fund-Growth Option 21-03-2001 47.63 24.56 16.49 15.79 13.01
JM Equity Hybrid Fund-Growth 01-04-1995 44.17 13.14 9.7 10.63 10.39
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 32.31 16.23 11.08 14.8 14.6
Kotak Equity Hybrid - Growth 05-11-2014 32.04 20.58 12.28 14.39 0.0
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 31.45 12.89 7.38 11.98 10.32
HDFC Hybrid Equity Fund-Growth 05-04-2005 30.01 15.09 9.94 13.97 14.03
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 28.43 0.0 0.0 0.0 0.0
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 28.32 15.47 10.91 12.07 12.55
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 28.24 12.05 7.51 11.39 11.82

PORTFOLIO ANALYSIS of Principal Hybrid Equity Fund-Growth

Asset Allocation (%)