MyWealthGrowth.com logo
HomeMutual Funds

Principal Hybrid Equity Fund

Principal Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.78

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,599 today.

Invest Now

NAV Performance

Principal Hybrid Equity Fund performance graph for last 3 years
Performance of Principal Hybrid Equity Fund for last 3 Years

Fund Information

  • ₹ 105.150

    as on 03 Aug 2021
  • Regular - Growth

  • 4 / 33

  • ₹ 300

  • ₹ 1,080 Cr.

    as on 03 Aug 2021
  • 2.23%

    since 31 May 2021
  • 14 Jan 2000

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • principal mutual fund

    Show All Funds

Highlights of this fund

Principal Hybrid Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Jan 2000. This fund is offered by one of the top AMC (Assets Management Company) principal mutual fund. You can also view here all other Hybrid funds offered by principal mutual fund.

Latest NAV of the fund is ₹ 105.150 as on 03 Aug 2021.

This fund has 21 years of track record. Since 31 May 2021 expense ratio of this fund is 2.23%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 300.

Fund Objective

To provide long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

List of Fund Managers of Principal Hybrid Equity Fund

  • About Bekxy Kuriakose

    Picture of Bekxy KuriakoseBekxy Kuriakose has over 18 years of experience in dealing, research and fund management. Having primarily managed Fixed Income funds, she has worked as Asst. Vice President with L&T Mutual Fund, and as a Fund Manager with Reliance Life Insurance and SBI Mutual Fund. Kuriakose holds a graduate degree in Economics (Hons) and a PGDM from IIM Bangalore.
  • About Ravi Gopalakrishnan

    Picture of Ravi GopalakrishnanMr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
  • About Ashish Agarwal

    Picture of Ashish Agarwal

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.83% 22.27% 38.57% 82.15% 42.70% 26.57% 19.38% 15.67% 84.31% 62.17% 42.70% 27.55% 19.89%
Category Average 3.64% 11.54% 14.14% 44.78% 21.70% 12.55% 12.35% 12.47% 42.18% 31.73% 22.48% 15.57% 13.72%
Principal Hybrid Equity Fund 3.87%₹ 10,387 10.87%₹ 11,087 12.34%₹ 11,234 42.25%₹ 14,224 39.56%₹ 14,430 20.27%₹ 14,479 30.53%₹ 32,046 10.78%₹ 13,599 20.47%₹ 48,597 13.87%₹ 19,149 14.66%₹ 86,613 13.48%₹ 35,439 14.43%₹ 2,55,193
DSP Equity And Bond Fund 4.39%₹ 10,438 12.57%₹ 11,257 15.18%₹ 11,517 46.59%₹ 14,659 44.38%₹ 14,712 24.50%₹ 15,518 33.00%₹ 32,733 15.24%₹ 15,309 24.67%₹ 51,504 13.86%₹ 19,140 17.18%₹ 92,146 13.28%₹ 34,844 15.26%₹ 2,66,855
Canara Robeco Equity Hybrid Fund 3.47%₹ 10,347 11.25%₹ 11,124 11.97%₹ 11,197 40.26%₹ 14,026 37.46%₹ 14,307 23.61%₹ 15,297 30.55%₹ 32,053 15.14%₹ 15,269 23.10%₹ 50,406 14.54%₹ 19,719 17.10%₹ 91,968 14.29%₹ 38,061 15.44%₹ 2,69,380
Mirae Asset Hybrid - Equity Fund 3.77%₹ 10,377 12.00%₹ 11,199 12.60%₹ 11,259 42.30%₹ 14,229 39.96%₹ 14,454 21.07%₹ 14,673 30.80%₹ 32,121 14.40%₹ 14,979 22.36%₹ 49,893 14.27%₹ 19,486 16.62%₹ 90,890 - -
Kotak Equity Hybrid 2.42%₹ 10,241 9.91%₹ 10,990 14.90%₹ 11,490 51.99%₹ 15,198 44.40%₹ 14,713 24.75%₹ 15,582 35.10%₹ 33,322 15.07%₹ 15,243 25.47%₹ 52,068 13.16%₹ 18,558 16.96%₹ 91,648 - -
Franklin India Equity Hybrid Fund 2.43%₹ 10,242 10.54%₹ 11,054 12.03%₹ 11,202 47.63%₹ 14,762 41.65%₹ 14,553 21.07%₹ 14,673 31.61%₹ 32,346 12.95%₹ 14,416 22.08%₹ 49,696 11.39%₹ 17,152 15.02%₹ 87,399 13.28%₹ 34,828 13.98%₹ 2,49,130

Portfolio Holdings

Portfolio holdings pattern of Principal Hybrid Equity Fund as on 05 Aug 2021 are listed below:

  • Equity Holdings:

    75.24%
  • Debt Holdings:

    19.50%
  • Others Holdings:

    5.26%

Top Sector Holdings of Principal Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.88% ₹ 184.00 Cr.
Computers - software 10.54% ₹ 113.94 Cr.
Refineries/marketing 4.94% ₹ 53.38 Cr.
Nbfc 3.29% ₹ 46.37 Cr.
Pharmaceuticals 4.14% ₹ 44.68 Cr.
Others 60.21% -

Top Stock Holdings of Principal Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.86% ₹ 63.34 Cr.
HDFC Bank Ltd. 5.47% ₹ 59.13 Cr.
ICICI Bank Ltd. 4.54% ₹ 49.05 Cr.
Reliance Industries Ltd. 4.22% ₹ 45.59 Cr.
Housing Development Finance Corporation Ltd. 2.88% ₹ 31.09 Cr.
Others 77.03% -

Top Debt Instrument Type holdings of Principal Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 10.51% ₹ 113.54 Cr.
NCD & Bonds 8.54% ₹ 92.19 Cr.
T-Bills 0.45% ₹ 4.91 Cr.
Others 80.50% -

Top Debt Holdings of Principal Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 10.51% ₹ 113.54 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.12% ₹ 22.88 Cr.
Bond - Rural Electrification Corporation Limited 1.19% ₹ 12.79 Cr.
Bond - Larsen & Toubro Ltd. 0.98% ₹ 10.62 Cr.
Bond - Indian Railway Finance Corporation Ltd. 0.97% ₹ 10.52 Cr.
Others 84.23%

Other Holdings

Holding TypeHolding Percentage
TREPS 5.02%
Net Receivables 0.24%