PRINCIPAL HYBRID EQUITY FUND - GROWTH

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

PRINCIPAL HYBRID EQUITY FUND - GROWTH

market linked 2.36 % 9.81 % 8.90 %

BenchMark : CRISIL Hybrid 35+65 - Aggressive Index*

BenchMark Return - - -

Value of Rs. 1,00,000 Invested

current value 102360 132411 153157
scheme objective Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Category Mutual Fund>Equity>Hybrid
Fund Type Open Ended
Fund Manager Ashish Agarwal, Bekxy Kuriakose, Ravi Gopalakrish
Minimum Amount for Lumpsum Investment (Rs.) 5000
Minimum Amount for SIP Investment (Rs.) 1000
Nav Date 14/11/2019
Nav 75.83
AUM (Cr.) 1577.74
AUM Date 31/10/2019
Expense Ratio Currently 2
Expense Ratio Date Currently 11/11/2019
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load Nil
Exit Load If redeemed bet. 0 Year to 1 Year Exit Load is 1 %
Tax Treatment of Income 15% short term capital gains tax, 10% long term capital gains tax on incremental gains above 1 Lac in a given financial year.
Tax Benefit on Investment Not Available
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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